Weber Shill signed University Orthopedics, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
University Orthopedics, Inc.'s EIN is 05-0447454.
Download the official 2024 Form 5500 (PDF) for University Orthopedics, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)University Orthopedics, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $19K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $10.3M | 7.5% | |
| VAN INSTITUTIONAL IDX - INST | Registered Investment Companies | — | — | $9.8M | 7.1% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $9.4M | 6.8% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $9.0M | 6.5% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $8.1M | 5.8% | |
| VANGUARD GROWTH & INCOME ADMIR | Registered Investment Companies | — | — | $7.8M | 5.7% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $7.1M | 5.1% | |
| VAN TOTAL BOND MKT IDX - INST | Registered Investment Companies | — | — | $6.7M | 4.8% | |
| VAN GROWTH INDEX - INST | Registered Investment Companies | — | — | $6.5M | 4.7% | |
| VAN VALUE INDEX INST | Registered Investment Companies | — | — | $5.5M | 4.0% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $5.4M | 3.9% | |
| T ROWE PRICE MID CAP GROWTH I | Registered Investment Companies | — | — | $5.2M | 3.8% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $4.7M | 3.4% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $4.6M | 3.3% | |
| VANGUARD US GROWTH FUND ADM | Registered Investment Companies | — | — | $4.4M | 3.2% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $4.3M | 3.1% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $3.8M | 2.8% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $3.2M | 2.3% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $2.8M | 2.0% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $2.6M | 1.9% | |
| VANGUARD EXT MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $2.2M | 1.6% | |
| VANGUARD EXPLORER ADMIN | Registered Investment Companies | — | — | $2.1M | 1.5% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $1.9M | 1.4% | |
| VANGUARD INT TERM TREAS - ADM | Registered Investment Companies | — | — | $1.5M | 1.1% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $1.3M | 1.0% | |
| VANGUARD EUROPEAN STK IDX ADM | Registered Investment Companies | — | — | $881K | 0.6% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $627K | 0.5% | |
| JANUS HENDERSON ENTERPRISE N | Registered Investment Companies | — | — | $599K | 0.4% | |
| AMERICAN CENTURY INT GR - R6 | Registered Investment Companies | — | — | $539K | 0.4% | |
| VANGUARD PACIFIC STOCK IDX ADM | Registered Investment Companies | — | — | $457K | 0.3% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $245K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
