Jennifer L. White signed Concord Orthopaedics Professional Association's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Concord Orthopaedics Professional Association's EIN is 02-0314423.
Download the official 2023 Form 5500 (PDF) for Concord Orthopaedics Professional Association from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Concord Orthopaedics Professional Association's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | — | RECORDKEEPER | $3K | — |
| EMPOWER FINANCIAL SERVICES | — | GREENWOOD VILLAGE, CO | — | $650 | — |
| EMPOWER FINANCIAL SERVICES | — | GREENWOOD VILLAGE, CO | — | $0 | — |
| EMPOWER FINANCIAL SERVICES | — | GREENWOOD VILLAGE, CO | — | $0 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Balanced (1VBIAX) | Mutual Funds | — | — | $19.9M | 26.7% | |
| Vanguard Information Technology Idx (1VITAX) | Common Collective Trusts | — | — | $11.0M | 14.7% | |
| Empower SDB (1SDBEMP) | Other securities | — | — | $9.9M | 13.2% | |
| Vanguard 500 Index (1VFIAX) | Common Collective Trusts | — | — | $9.2M | 12.4% | |
| Vanguard Mid Cap Index (1VIMAX) | Mutual Funds | — | — | $2.6M | 3.5% | |
| JP Morgan Small Cap Equity (1JSERX) | Other securities | — | — | $2.3M | 3.2% | |
| Vanguard Small Cap Index (1VSMAX) | Mutual Funds | — | — | $2.3M | 3.1% | |
| MFS Growth R6 (1MFEKX) | Mutual Funds | — | — | $2.0M | 2.7% | |
| Vanguard Target Retirement 2040 (1VFORX) | Mutual Funds | — | — | $1.5M | 2.0% | |
| Key Guaranteed Portfolio Fund (1KGPF) | Other securities | — | — | $1.4M | 1.9% | |
| Vanguard Total Stock Mkt Idx (1VTSAX) | Common Collective Trusts | — | — | $1.2M | 1.6% | |
| Vanguard Target Retirement 2050 (1VFIFX) | Mutual Funds | — | — | $1.1M | 1.5% | |
| Empower International Value (1MXJVX) | Other securities | — | — | $1.0M | 1.4% | |
| American Funds 2060 (1RFUTX) | Mutual Funds | — | — | $868K | 1.2% | |
| Vanguard Total Intl Bd Indx Admiral (1VTABX) | Mutual Funds | — | — | $828K | 1.1% | |
| Vanguard Interm-Term Bond Index (1VBILX) | Mutual Funds | — | — | $808K | 1.1% | |
| Vanguard Growth Index (VIGAX) | Mutual Funds | — | — | $792K | 1.1% | |
| American Funds 2030 (1RFETX) | Mutual Funds | — | — | $760K | 1.0% | |
| Vanguard Developed Markets Index (1VTMGX) | Mutual Funds | — | — | $698K | 0.9% | |
| Vanguard Value Index ADM (1VVIAX) | Mutual Funds | — | — | $586K | 0.8% | |
| Vanguard LifeStrategy Growth Inv (1VASGX) | Mutual Funds | — | — | $489K | 0.7% | |
| Vanguard Inter-Term Treasury Ind Admiral (1VSIGX) | Mutual Funds | — | — | $440K | 0.6% | |
| American Funds 2050 (1RFITX) | Mutual Funds | — | — | $346K | 0.5% | |
| MFS Technology R6 (1MTCLX) | Mutual Funds | — | — | $306K | 0.4% | |
| Notes receivable from participants (interest at 5.25-10%) | Other securities | — | — | $285K | 0.4% | |
| Hartford Core Equity (1HAITX) | Other securities | — | — | $239K | 0.3% | |
| American Funds 2040 (1RFGTX) | Mutual Funds | — | — | $236K | 0.3% | |
| Fidelity Advisor International Small Cap Z (1FIQIX) | Mutual Funds | — | — | $207K | 0.3% | |
| Fidelity Advisor Total Bond Z (1FBKWX) | Mutual Funds | — | — | $201K | 0.3% | |
| Vanguard ST Infl Prot Sec Index (1VTAPX) | Mutual Funds | — | — | $186K | 0.2% | |
| Vanguard Target Retirement 2030 (1VTHRX) | Mutual Funds | — | — | $154K | 0.2% | |
| Vanguard Target Retirement 2060 (1VTTSX) | Mutual Funds | — | — | $129K | 0.2% | |
| Cohen & Steers Real Estate Securities Z (1CSZIX) | Other securities | — | — | $91K | 0.1% | |
| Vanguard Total Bond Market Index Admiral (1VBTLX) | Mutual Funds | — | — | $89K | 0.1% | |
| Vanguard Target Retirement 2020 (1VTWNX) | Mutual Funds | — | — | $76K | 0.1% | |
| Pioneer Bond K (1PBFKX) | Other securities | — | — | $41K | <0.1% | |
| Putnam Large Cap (1PEQSX) | Mutual Funds | — | — | $40K | <0.1% | |
| Vanguard Real Estate Index Admiral (1VGSLX) | Mutual Funds | — | — | $39K | <0.1% | |
| Janus Henderson Balanced N (1JABNX) | Mutual Funds | — | — | $21K | <0.1% | |
| Blackrock Inflation Bond (1BPLBX) | Other securities | — | — | $12K | <0.1% | |
| Vanguard LifeStrategy CNSRV GR INV (VSCGX) | Mutual Funds | — | — | $11K | <0.1% | |
| American Funds 2020 (1RRCTX) | Mutual Funds | — | — | $5K | <0.1% | |
| American Funds Bond Fund of Amer (1RBFGX) | Mutual Funds | — | — | $4K | <0.1% | |
| Vanguard FTSE all-Wld-ex-US-Sm Cap Indx (1VFSAX) | Mutual Funds | — | — | $3K | <0.1% | |
| MetLife | Other securities | — | — | $2K | <0.1% | |
| Pimco Bond (1PFORX) | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NBT BANK DBA THIRD PARTY ADMINISTRA | — | BEDFORD, NH | CONTRACT ADMIN | $2K | — |
