Orthopaedic Specialty Group, P.C.'s EIN is 06-1455612.
Download the official 2024 Form 5500 (PDF) for Orthopaedic Specialty Group, P.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Orthopaedic Specialty Group, P.C.'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 INS. CO. OF AMERICA | 84-0467907 | GREENWOOD VILLAGE, CO | NONE | $27K | — |
| EMPOWER ADVISORY GROUP, LLC | 84-0467907 | GREENWOOD VILLAGE, CO | NONE | $1K | — |
| EMPOWER FINANCIAL SERVICES, INC. | 84-0467907 | GREENWOOD VILLAGE, CO | NONE | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds 2030 Target Date Retire R6 Mutual Funds | Mutual Funds | — | — | $6.2M | 16.8% | |
| Vanguard 500 Index Admiral Mutual Funds | Common Collective Trusts | — | — | $5.2M | 14.3% | |
| American Funds 2055 Target Date Retire R6 Mutual Funds | Mutual Funds | — | — | $2.7M | 7.3% | |
| American Funds 2020 Target Date Retire R6 Mutual Funds | Mutual Funds | — | — | $2.6M | 7.1% | |
| Empower Annuity Insurance Company Fixed Annuities | Common Stocks | — | — | $2.4M | 6.6% | |
| American Funds 2035 Target Date Retire R6 Mutual Funds | Mutual Funds | — | — | $2.3M | 6.3% | |
| Vanguard Extended Market Index Admiral Mutual Funds | Mutual Funds | — | — | $2.2M | 6.1% | |
| American Funds 2040 Target Date Retire R6 Mutual Funds | Mutual Funds | — | — | $1.9M | 5.1% | |
| American Funds 2050 Target Date Retire R6 Mutual Funds | Mutual Funds | — | — | $1.8M | 5.0% | |
| American Funds2025 Target Date Retire R6 Mutual Funds | Mutual Funds | — | — | $1.7M | 4.8% | |
| Vanguard Total International Stock Index Admiral Mutual Funds | Mutual Funds | — | — | $1.4M | 3.8% | |
| American Funds 2045 Target Date Retire R6 Mutual Funds | Mutual Funds | — | — | $1.4M | 3.7% | |
| T. Rowe Price Growth Stock Fund Mutual Funds | Other securities | — | — | $1.1M | 2.9% | |
| Invesco Discovery R6 Mutual Funds | Mutual Funds | — | — | $593K | 1.6% | |
| Vanguard Total Bond Market Index Admiral Mutual Funds | Mutual Funds | — | — | $486K | 1.3% | |
| Vanguard WINDSOR II FUND - ADMIRAl Mutual Funds | Mutual Funds | — | — | $469K | 1.3% | |
| American Funds Europacific GR R6 Mutual Funds | Mutual Funds | — | — | $391K | 1.1% | |
| Empower Trust Company Self-Directed Brokerage | Self-Directed Brokerage | — | — | $200K | 0.5% | |
| American Funds2060 Target Date Retire R6 Mutual Funds | Mutual Funds | — | — | $198K | 0.5% | |
| American Funds 2065 Target Date Retire R6 Mutual Funds | Mutual Funds | — | — | $158K | 0.4% | |
| Accounts * Notes Receivable from Particpants Interest at 4.25% to 9.50%, | Bonds / Notes | — | — | $130K | 0.4% | |
| Allspring Special Smal Cap Value R6 Mutual Funds | Other securities | — | — | $67K | 0.2% | |
| PGIM Total Return Bond R6 Mutual Funds | Other securities | — | — | $46K | 0.1% | |
| American Funds 2015 Target Date Retire R6 Mutual Funds | 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 |
|---|---|---|---|---|---|
| FIDUCIENT ADVISORS LLC | 36-4001764 | CHICAGO, IL | NONE | $29K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PASI, LLC | 26-1407927 | FARMINGTON, CT | NONE | $10K | — |
