Original filing (PDF)20250507191522NAL0016691200001

ADVANTAGE ORTHOPEDIC & SPORTS MEDICINE CLINIC, LLP

Name: ADVANTAGE ORTHOPEDIC & SPORTS MEDICINE CLINIC, LLP — ADVANTAGE ORTHOPEDIC & SPORTS MEDICINE CLINIC PROFIT SHARING AND EMPLOYEE SAVINGS BENEFIT PLAN, Form 5500 (2024)
Creator: ADVANTAGE ORTHOPEDIC & SPORTS MEDICINE CLINIC, LLP

Form 5500-SF

FILING_RECEIVED

ADVANTAGE ORTHOPEDIC & SPORTS MEDICINE CLINIC PROFIT SHARING AND EMPLOYEE SAVINGS BENEFIT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.3M

Net assets (EOY)

$9.3M

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 ADVANTAGE ORTHOPEDIC & SPORTS MEDICINE CLINIC, LLP.

Plan sponsor

Name

ADVANTAGE ORTHOPEDIC & SPORTS MEDICINE CLINIC, LLP

EIN

93-1230311

Address

24076 SE STARK ST. · SUITE 110 · GRESHAM, OR · 970303374

Phone

(503) 661-5388

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-07

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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