Steven Schneider signed Professional Orthopedic and Sports Physical Therapy, P.C.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Professional Orthopedic and Sports Physical Therapy, P.C.'s EIN is 11-3431170.
Download the official 2024 Form 5500 (PDF) for Professional Orthopedic and Sports Physical Therapy, P.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Professional Orthopedic and Sports Physical Therapy, P.C.'s plan includes a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $27K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STONE HILL FIDUCIARY MANAGEMENT LL | 45-5608425 | — | INVESTMENT ADVISOR | $40K | — |
| STRATEGIC ADVISORS, INC. |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund " | Common Collective Trusts | — | — | $13.3M | 20.7% | |
| AF Balanced R6 " | Other securities | — | — | $12.2M | 19.1% | |
| AB Large Cap Growth Fund Class Z " | Other securities | — | — | $6.1M | 9.5% | |
| Invesco Discovery Midcap Growth Fund R6 " | Mutual Funds | — | — | $2.8M | 4.4% | |
| Allspring Diversified Capital Builder Fund Institutional " | Other securities | — | — | $2.4M | 3.8% | |
| BNYM Dynamic Value Fund I " | Other securities | — | — | $2.0M | 3.1% | |
| American Funds 2040 Target Date Retirement Fund R6 " | Mutual Funds | — | — | $2.0M | 3.1% | |
| American Funds 2055 Target Date Retirement Fund R6 " | Mutual Funds | — | — | $1.7M | 2.6% | |
| American Funds 2035 Target Date Retirement Fund R6 " | Mutual Funds | — | — | $1.7M | 2.6% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $1.5M | 2.4% | |
| JPMorgan Developed International Value R6 " | Other securities | — | — | $1.4M | 2.1% | |
| INVS Value OPPS R5 " | Other securities | — | — | $1.3M | 2.0% | |
| American Funds 2060 Target Date Retirement Fund R6 " | Mutual Funds | — | — | $1.2M | 1.9% | |
| American Funds 2050 Target Date Retirement Fund R6 " | Mutual Funds | — | — | $1.1M | 1.7% | |
| American Funds 2015 Target Date Retirement Fund R6 " ** 281 American Funds 2025 Target Date Retirement Fund R6 " | Mutual Funds | — | — | $1.0M | 1.6% | |
| T. Rowe Price Dividend Growth Fund I " | Other securities | — | — | $979K | 1.5% | |
| MFS International Intrinsic Value Fund R6 " | Mutual Funds | — | — | $890K | 1.4% | |
| FullerThaler Behavioral Sm-Cp Eq R6 " | Other securities | — | — | $880K | 1.4% | |
| Fidelity Emerging Markets Fund K " | Mutual Funds | — | — | $785K | 1.2% | |
| MFS Blended Research Mid Cap Eq R6 " | Mutual Funds | — | — | $736K | 1.1% | |
| Goldman Sachs GQG Partners International Opportunities Fund Class R6 " | Other securities | — | — | $727K | 1.1% | |
| Vanguard International Growth Fund Admiral " | Mutual Funds | — | — | $714K | 1.1% | |
| American Funds 2045 Target Date Retirement Fund R6 " | Mutual Funds | — | — | $703K | 1.1% | |
| Participant loans (3.25% - 9.50%) - | Bonds / Notes | — | — | $700K | 1.1% | |
| JP Morgan Government Bond " | U.S. Treasuries | — | — | $654K | 1.0% | |
| MFS Mid Cap Value Fund R6 " | Mutual Funds | — | — | $606K | 0.9% | |
| Fidelity Small Cap Index Fund " | Common Collective Trusts | — | — | $600K | 0.9% | |
| Fidelity Total Bond Fund " | Mutual Funds | — | — | $566K | 0.9% | |
| Undiscovered Managers Behavioral Value Fund R6 " | Other securities | — | — | $533K | 0.8% | |
| Fidelity Select Pharmaceuticals " | Mutual Funds | — | — | $500K | 0.8% | |
| American Funds 2030 Target Date Retirement Fund R6 " | Mutual Funds | — | — | $303K | 0.5% | |
| PIMCO Income Fund Mutual fund | Mutual Funds | — | — | $292K | 0.5% | |
| BlackRock 40/60 Target Allocation Fund K " | Other securities | — | — | $276K | 0.4% | |
| Artisan Global Opportunities Fund I " | Other securities | — | — | $212K | 0.3% | |
| Black Rock Strategic Income Opportunities Fund Institutional " | Other securities | — | — | $177K | 0.3% | |
| T. Rowe Price Global Industrials " | Other securities | — | — | $149K | 0.2% | |
| PIMCO Real Return Institutional Fund " | Mutual Funds | — | — | $149K | 0.2% | |
| Vanguard Real Estate Index Fund Admiral " | Common Collective Trusts | — | — | $130K | 0.2% | |
| Eaton Vance High Income Opportunities R6 " | Other securities | — | — | $106K | 0.2% | |
| Vanguard Materials Index Fund Admiral " | Common Collective Trusts | — | — | $48K | <0.1% | |
| Dodge & Cox Global Bond Fund " | Mutual Funds | — | — | $14K | <0.1% | |
| American Century Global Real Estate Fund R6 " | Other securities | — | — | $13K | <0.1% | |
| American Funds 2020 Target Date Retirement Fund R6 " | Mutual Funds | — | — | $12K | <0.1% | |
| American Funds 2010 Target Date Retirement Fund R6 " | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $30K |
| — |
