Alta Orthopaedics Medical Group, INC. 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Alta Orthopaedics Medical Group, INC.
  • Sponsor EIN: 770452777
  • Sponsor Address: 511 BATH STREET, SANTA BARBARA, CA, 93101
  • Plan Type: 401(k)
  • Plan Number: 001
  • Total Participants: 113
  • Total Assets: $8.7M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: Yes
  • Participant Loans: Yes
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2025113$8.7M$0$0
202494$10.5M$510,492$425,412
202371$8.5M$413,806$390,578
202254$6.4M$404,039$291,654

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