Michael Ochal signed Orthoatlanta's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Orthoatlanta's EIN is 03-0482395.
Download the official 2024 Form 5500 (PDF) for Orthoatlanta from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Orthoatlanta's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $68K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $40K | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | NONE | $200 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index 26,820 # | Common Collective Trusts | — | — | $5.5M | 11.8% | |
| Vanguard Target Retirement 2055 Inv 61,001 # | Mutual Funds | — | — | $3.4M | 7.3% | |
| Fidelity Large Cap Growth Index 82,939 # | Mutual Funds | — | — | $3.2M | 7.0% | |
| Vanguard Target Retirement 2045 Inv 103,646 # | Mutual Funds | — | — | $3.1M | 6.6% | |
| American Funds Eupac R6 52,477 # | Mutual Funds | — | — | $2.8M | 6.1% | |
| Vanguard Target Retirement 2040 Inv 62,734 # | Mutual Funds | — | — | $2.7M | 5.8% | |
| Vanguard Target Retirement 2050 Inv 51,992 # | Mutual Funds | — | — | $2.6M | 5.6% | |
| Vanguard Target Retirement 2030 Inv 58,049 # | Mutual Funds | — | — | $2.2M | 4.7% | |
| Vanguard Target Retirement 2035 Inv 87,973 # | Mutual Funds | — | — | $2.1M | 4.5% | |
| Dodge & Cox Income X 151,220 # | Mutual Funds | — | — | $1.9M | 4.0% | |
| Vanguard Short-Term Federal Adm 166,133 # | Mutual Funds | — | — | $1.7M | 3.6% | |
| Parnassus Core Equity - Inst 26,440 # | Other securities | — | — | $1.6M | 3.4% | |
| Vanguard Federal Money Market Inv 1,564,282 # | Mutual Funds | — | — | $1.6M | 3.4% | |
| Vanguard Equity-Income Adm 15,742 # | Mutual Funds | — | — | $1.4M | 3.0% | |
| American Funds New World R6 17,771 # | Mutual Funds | — | — | $1.4M | 2.9% | |
| Hood River Small-Cap Growth Retirement 17,258 # | Other securities | — | — | $1.3M | 2.8% | |
| Vanguard Mid-Cap Value Index Admiral 13,678 # | Mutual Funds | — | — | $1.1M | 2.5% | |
| Vanguard Target Retirement 2025 Inv 56,154 # | Mutual Funds | — | — | $1.0M | 2.3% | |
| Janus Henderson Enterprise N 6,715 # | Mutual Funds | — | — | $966K | 2.1% | |
| Fidelity Extended Market Index 9,605 # | Mutual Funds | — | — | $873K | 1.9% | |
| Federated Hermes Instl High Yield Bd R6 73,887 # | Other securities | — | — | $655K | 1.4% | |
| Dfa Us Targeted Value I 17,483 # | Mutual Funds | — | — | $601K | 1.3% | |
| Empower Sdb Securities Various # | Other securities | — | — | $600K | 1.3% | |
| Dws Reef Real Estate Securities R6 27,287 # | Other securities | — | — | $591K | 1.3% | |
| T. Rowe Price Global Multi-Sector Bd I 39,088 # | Other securities | — | — | $389K | 0.8% | |
| Vanguard Target Retirement Income Inv 24,772 # | Mutual Funds | — | — | $325K | 0.7% | |
| Vanguard Target Retirement 2020 Inv 9,606 # | Mutual Funds | — | — | $254K | 0.5% | |
| Vanguard Target Retirement 2060 Inv 3,821 # | Mutual Funds | — | — | $196K | 0.4% | |
| Vanguard Target Retirement 2065 Inv 5,525 # | Mutual Funds | — | — | $186K | 0.4% | |
| Empower Sdb Sweep Program Various # | Other securities | — | — | $161K | 0.3% | |
| Empower Sdb Securities Roth Various # | Other securities | — | — | $93K | 0.2% | |
| Vanguard Target Retirement 2070 Inv 1,167 # | Mutual Funds | — | — | $31K | <0.1% | |
| Empower Sdb Sweep Program Roth Various # | Other securities | — | — | $29K | <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 |
|---|---|---|---|---|---|
| RETIREMENT PLAN ADMINISTRATORS, LLC | — | ATLANTA, GA | OTHER | -$2K | — |
