How big is Ortho2, LLC's plan?

Ortho2, LLC's plan reported $22.8M in assets and 83 participants for 2025.

Original filing (PDF)20260126091707NAL0002414306001

Ortho2, LLC

Name: Ortho2, LLC — Ortho2, LLC 401(k) Plan, Form 5500 (2025)
Creator: Ortho2, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ortho2, LLC 401(k) Plan

401(k) retirement plan · Ortho2, LLC's Ortho2, LLC 401(k) Plan held $22.8M in plan assets for 83 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$22.8M

Net assets (EOY)

$22.8M

People on this filing

JUDY Denny signed Ortho2, LLC's 2025 Form 5500 as plan administrator.

JUDY Denny — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Ortho2, LLC's EIN is 83-2696542.

EIN 83-2696542

Plan number 002

Plan year 2025

ACK ID 20260126091707NAL0002414306001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Ortho2, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Ortho2, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ORTHO2, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

ORTHO2, LLC

EIN

all filings

Address

1107 BUCKEYE AVE · AMES, IA · 500108064

Phone

(515) 233-1026

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-01-26

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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