Anna Marciano signed Orthopedicsny, LLP's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Orthopedicsny, LLP's EIN is 14-1777794.
Download the official 2023 Form 5500 (PDF) for Orthopedicsny, LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Orthopedicsny, LLP's 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 | 11-3665754 | — | RECORDKEEPER | $59K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | — | SAN RAFAEL, CA | ADVISOR | $45K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Ascensus Fidelity 500 Index Fund | Common Collective Trusts | — | — | $9.4M | 14.3% | |
| Ascensus Vanguard Equity Income Inv | Mutual Funds | — | — | $7.3M | 11.2% | |
| Ascensus iShares S&P 500 Growth ETF | Common Collective Trusts | — | — | $6.6M | 10.1% | |
| Ascensus Dodge & Cox Global Income X | Mutual Funds | — | — | $5.4M | 8.2% | |
| Ascensus Vanguard Total Intl Stock Index Signal | Mutual Funds | — | — | $5.1M | 7.7% | |
| Ascensus Vanguard Balanced Index Signal | Mutual Funds | — | — | $5.0M | 7.6% | |
| Ascensus Vanguard Interm-Term Treas Index Adm | Mutual Funds | — | — | $3.2M | 4.8% | |
| Ascensus Fidelity Freedom Index 2020 Instl Perm | Mutual Funds | — | — | $2.3M | 3.5% | |
| Ascensus iShares Core S&P Mid-Cap ETF | Other securities | — | — | $2.0M | 3.0% | |
| Ascensus BlackRock MidCap Growth | Other securities | — | — | $2.0M | 3.0% | |
| Ascensus MFS MidCap Value | Mutual Funds | — | — | $1.8M | 2.7% | |
| Ascensus BlackRock High Yield Bond | Other securities | — | — | $1.7M | 2.6% | |
| Ascensus iShares Core S&P Small-Cap Index ETF | Other securities | — | — | $1.4M | 2.1% | |
| Ascensus SPDR S&P 600 Small Cap Value ETF | Other securities | — | — | $1.3M | 2.0% | |
| Ascensus Vanguard FTSE Emerging Markets ETF | Mutual Funds | — | — | $1.3M | 2.0% | |
| Ascensus Putnam Stable Value 25bps | Stable Value | — | — | $1.2M | 1.9% | |
| Ascensus Baron Discovery R6 | Other securities | — | — | $1.1M | 1.7% | |
| Ascensus Fidelity Freedom Index 2045 Instl Perm | Mutual Funds | — | — | $998K | 1.5% | |
| Ascensus Fidelity Freedom Index 2025 Instl Perm | Mutual Funds | — | — | $895K | 1.4% | |
| Ascensus Fidelity Freedom Index 2035 Instl Perm | Mutual Funds | — | — | $779K | 1.2% | |
| Ascensus Fidelity Freedom Index 2030 Instl Perm | Mutual Funds | — | — | $465K | 0.7% | |
| Ascensus American Funds New Perspective R6 | Mutual Funds | — | — | $450K | 0.7% | |
| Ascensus Vanguard Real Estate Index ETF | Mutual Funds | — | — | $421K | 0.6% | |
| Ascensus Fidelity Freedom Index 2060 Instl Prem | Mutual Funds | — | — | $376K | 0.6% | |
| maturities through December 2028 - | Other securities | — | — | $350K | 0.5% | |
| Ascensus Fidelity Freedom Index 2055 Instl Prem | Mutual Funds | — | — | $267K | 0.4% | |
| Ascensus Fidelity Freedom Index 2040 Instl Prem | Mutual Funds | — | — | $228K | 0.3% | |
| Ascensus Dodge & Cox Global Bond Fund X | Mutual Funds | — | — | $201K | 0.3% | |
| Ascensus Fidelity Freedom Index 2050 Instl Prem | Mutual Funds | — | — | $161K | 0.2% | |
| Ascensus Fidelity Freedom Index 2015 Instl Prem | Mutual Funds | — | — | $114K | 0.2% | |
| Ascensus Fidelity Freedom Index Inc Instl Prem | 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 |
|---|---|---|---|---|---|
| PINNACLE PLAN DESIGN, LLC | 20-3970947 | TUCSON, AZ | TPA | $22K | — |
