Excel Orthopaedic Specialists' EIN is 04-2746756.
Download the official 2024 Form 5500 (PDF) for Excel Orthopaedic Specialists from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Excel Orthopaedic Specialists' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS TRUST | 45-0404698 | FARGO, ND | — | — | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $23.0M | 81.3% | |
| [Assets held in common stock] | Other | — | — | $4.7M | 16.5% | |
| [Assets held in interest-bearing cash] | Other | — | — | $37K | 0.1% |
