Original filing (PDF)20250730063508NAL0004272545001

ORTHO MISSOURI, LLC

Name: ORTHO MISSOURI, LLC — ORTHO MISSOURI 401(K) AND PROFIT SHARING PLAN, Form 5500 (2024)
Creator: ORTHO MISSOURI, LLC

Form 5500-SF

FILING_RECEIVED

ORTHO MISSOURI 401(K) AND PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.8M

Net assets (EOY)

$7.8M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ORTHO MISSOURI, LLC.

Plan sponsor

Name

ORTHO MISSOURI, LLC

EIN

92-2678637

Address

11330 OLIVE BLVD. SUITE 150 · CREVE COEUR, MO · 63141

Phone

(314) 782-1994

Industry

Management of Companies / Holdingssee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-30

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

2S · Automatic enrollment

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Management of Companies / Holdings plans

LLI HOLDINGS, INC.

LLI HOLDINGS, INC. 401(K) PLAN

$7.8M · 193 participants

EUREKA REALTY PARTNERS INC DBA CRAIG REALTY GROUP

CRAIG REALTY GROUP RETIREMENT SAVINGS PLAN

$7.8M · 576 participants

CAN CAPITAL INC.

CAN CAPITAL, INC. 401(K) PLAN

$7.8M · 57 participants

NATIONAL FUEL GAS COMPANY

NATIONAL FUEL GAS COMPANY EMPLOYEE STOCK OWNERSHIP PLAN

$7.9M · 27 participants

PHELPS-TOINTON, INC.

PHELPS-TOINTON, INC. PROFIT SHARING PLAN