Orthopedic & Fracture Clinic, P.A. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Orthopedic & Fracture Clinic, P.A.
  • Sponsor EIN: 820299260
  • Sponsor Address: 1906 FAIRVIEW AVE., SUITE 400, CALDWELL, ID, 83605
  • Plan Type: 401(k)
  • Total Participants: 19
  • Total Assets: $6.6M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202419$6.6M$207,788$143,574
202318$8.7M$188,812$161,180
202218$7.1M$184,036$151,269

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