Capital Region Orthopaedic Associates, P.c. 401(k) Plan: Login, Facts & Contact Information

Capital Region Orthopaedic Associates, P.c. 401(k) Plan Facts

Plan name
CAPITAL REGION ORTHOPAEDIC ASSOCIATES, P.C. PROFIT SHARING PLAN AND TRUST
Plan type
401(k) and profit sharing
Plan sponsor
CAPITAL REGION ORTHOPAEDIC ASSOCIATES, P.C.
Participants
574 (384 active employees)
Former employees with a balance
141
Plan assets
$66,760,192 at Apr 30, 2025
Average account balance
$123,174 across 542 accounts
Employer contributions
$3,348,495 in plan year 2024 (56% of all contributions)
Recordkeeper
Jpmorgan Invest Holdings Llc
Plan year
May 1, 2024 – Apr 30, 2025
Plan established
May 1, 1984
— Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments✓ Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (May 1, 2024 – Apr 30, 2025), filed Nov 24, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $5.94 million went into the plan in contributions, $3.35 million of it from the employer (56%).
  • $4.35 million was paid out to participants.
  • Investment and other income added $5.43 million.
  • Administrative expenses were $180,886, about $334 per account.

How the Capital Region Orthopaedic Associates, P.c. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019346$39.1 million$2.35 million$1.64 million
2020381$52.1 million$2.37 million$2.39 million
2021419$49.5 million$2.68 million$4.07 million
2022500$51.5 million$3.02 million$3.10 million
2023534$59.9 million$3.25 million$3.51 million
2024574$66.8 million$3.35 million$4.35 million

Capital Region Orthopaedic Associates, P.c. 401(k) Contact Information

Phone
518-292-2684
Mailing address
1367 WASHINGTON AVENUE SUITE 200, ALBANY NY 12206
Plan sponsor
CAPITAL REGION ORTHOPAEDIC ASSOCIATES, P.C.
Plan administrator
COMPASS 360, LLC
Employer identification number (EIN)
14-1633562
Plan number
001

Questions about the Capital Region Orthopaedic Associates, P.c. 401(k)

Does Capital Region Orthopaedic Associates, P.c contribute to the 401(k)?

The plan does not report an employer matching arrangement on its Form 5500. It did report $3.35 million in employer contributions for plan year 2024.

Does the Capital Region Orthopaedic Associates, P.c 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Capital Region Orthopaedic Associates, P.c 401(k) plan?

574 participants at the start of plan year 2024, 384 of them active employees, and 141 former employees who still had money in the plan.

What is the average 401(k) balance at Capital Region Orthopaedic Associates, P.c?

About $123,174 per account: $66.8 million in plan assets across 542 accounts with a balance at the end of plan year 2024.

Who manages the Capital Region Orthopaedic Associates, P.c 401(k) accounts?

J.P. Morgan Retirement Link (listed on the filing as JPMORGAN INVEST HOLDINGS LLC) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Capital Region Orthopaedic Associates, P.c. How do I access my 401(k)?

Your account stays with J.P. Morgan Retirement Link after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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