# Orthopedic Institute Of Newport Beach Limited Partnership DC Plan
Source: https://planprovider.pro/companies/orthopedic-institute-of-newport-beach-limited-partnership-plan-015

> Orthopedic Institute Of Newport Beach Limited Partnership's DC plan: 149 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Orthopedic Institute Of Newport Beach Limited Partnership

- **Sponsor EIN:** 800856095

- **Sponsor Address:** 22 CORPORATE PLAZA DRIVE, NEWPORT BEACH, CA, 92660

- **Plan Type:** DC

- **Total Participants:** 149

- **Total Assets:** $3.1M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|149|$3.1M|$364,774|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| LUCAS, HORSFALL, MURPLY & PINDROH|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [LUCAS, HORSFALL, MURPLY & PINDROH](https://planprovider.pro/provider/lucas-horsfall-murphy-and-pindroh-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$23,311|$23,311|—|—|—|

## Similar Plans

- [Heal Doctors P.C.](https://planprovider.pro/companies/heal-doctors-p-c-401k-plan) — 148 participants

- [Mission Internal Medical Group, INC](https://planprovider.pro/companies/mission-internal-medical-group-inc-401k-plan) — 148 participants

- [San Diego Diagnostic Radiology Medical Group, INC.](https://planprovider.pro/companies/san-diego-diagnostic-radiology-medical-group-inc-plan-002) — 147 participants

- [Brigade Health Holdings LLC](https://planprovider.pro/companies/brigade-health-holdings-llc-401k-plan) — 147 participants

- [Bass Medical Group, INC.](https://planprovider.pro/companies/bass-medical-group-inc-plan) — 146 participants

- [H.M. Providers, INC.](https://planprovider.pro/companies/h-m-providers-inc-plan-001) — 152 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/orthopedic-institute-of-newport-beach-limited-partnership-plan-015)

© 2026 PlanProvider.Pro