Michele Flavin signed Syracuse Orthopedic Specialists, P.C.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Syracuse Orthopedic Specialists, P.C.'s EIN is 16-0992982.
Download the official 2024 Form 5500 (PDF) for Syracuse Orthopedic Specialists, P.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Syracuse Orthopedic Specialists, P.C.'s plan includes a defined-benefit pension formula, a cash-balance formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| M&T BANK | 16-0538020 | — | NONE | $115K | — |
| BPAS ACTUARIAL & PENSION SERVICES | 30-0192194 | — | NONE | $76K | — |
| BONADIO & CO., LLP | 16-1131146 | — | NONE | $14K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD TOTAL BOND MARKET ETF | Mutual Funds | — | $5.4M | $4.8M | 20.2% | |
| VANGUARD INSTITUTIONAL INDEX I | Mutual Funds | — | $1.2M | $2.8M | 11.9% | |
| ISHARES CORE MSCI EAFE ETF | Other securities | — | $1.4M | $1.3M | 5.6% | |
| SPDR BLOOMBERG 13 MNTH T BLL ETF | Other securities | — | $1.3M | $1.3M | 5.5% | |
| VANGUARD INFLATION-PROTECTED ADM | Mutual Funds | — | $541K | $498K | 2.1% | |
| SPDR PORTFOLIO HIGH YIELD BND ETF | Other securities | — | $500K | $493K | 2.1% | |
| XTRACKRS SHRT DUR HGH YLD BND ETF | Other securities | — | $340K | $336K | 1.4% | |
| AVANTIS INTERNATNL SML CP VL ETF | Other securities | — | $336K | $324K | 1.4% | |
| ISHARES CORE US REIT ETF | Common Stocks | — | $340K | $321K | 1.3% | |
| SCHWAB INT SMALL CAP EQY ETF | Mutual Funds | — | $336K | $315K | 1.3% | |
| SCHWAB S&P 500 INDEX | Common Collective Trusts | — | $322K | $309K | 1.3% | |
| AVANTIS US SMALL CAP VALUE ETF | Other securities | — | $330K | $305K | 1.3% | |
| U.S. TREASURY | Other securities | — | $274K | $287K | 1.2% | |
| VANGUARD MID CAP VALUE ETF | Mutual Funds | — | $301K | $278K | 1.2% | |
| U.S. TREASURY | Other securities | — | $278K | $277K | 1.2% | |
| U.S. TREASURY | Other securities | — | $277K | $274K | 1.1% | |
| U.S. TREASURY | Other securities | — | $199K | $201K | 0.8% | |
| U.S. TREASURY | Other securities | — | $189K | $198K | 0.8% | |
| U.S. TREASURY | Other securities | — | $199K | $194K | 0.8% | |
| U.S. TREASURY | Other securities | — | $213K | $190K | 0.8% | |
| FHLMC | Agency / Mortgage-Backed | — | $234K | $180K | 0.8% | |
| U.S. TREASURY | Other securities | — | $262K | $167K | 0.7% | |
| U.S. TREASURY | Other securities | — | $163K | $166K | 0.7% | |
| U.S. TREASURY | Other securities | — | $174K | $162K | 0.7% | |
| U.S. TREASURY | Other securities | — | $169K | $153K | 0.6% | |
| ISHARES CORE MSCI EMERGING ETF | Other securities | — | $125K | $139K | 0.6% | |
| DIMENSIONAL EMERG MARK CRE EQY 2 ETF | Mutual Funds | — | $140K | $137K | 0.6% | |
| U.S. TREASURY | Other securities | — | $133K | $133K | 0.6% | |
| U.S. TREASURY | Other securities | — | $142K | $122K | 0.5% | |
| U.S. TREASURY | Other securities | — | $118K | $112K | 0.5% | |
| U.S. TREASURY | Other securities | — | $103K | $107K | 0.4% | |
| CITIGROUP INC | Common Stocks | — | $100K | $100K | 0.4% | |
| SPDR S&P 600 SMALL CAP GROWTH ETF | Other securities | — | $107K | $98K | 0.4% | |
| U.S. TREASURY | Other securities | — | $97K | $98K | 0.4% | |
| U.S. TREASURY | Other securities | — | $94K | $95K | 0.4% | |
| FNMA PL #FS3425 | Agency / Mortgage-Backed | — | $100K | $95K | 0.4% | |
| VANGUARD MID CAP GROWTH ETF | Mutual Funds | — | $100K | $94K | 0.4% | |
| U.S. TREASURY | Other securities | — | $91K | $89K | 0.4% | |
| U.S. TREASURY | Other securities | — | $117K | $88K | 0.4% | |
| FNMA PL #FM9871 | Agency / Mortgage-Backed | — | $115K | $85K | 0.4% | |
| JPMORGAN CHASE V-D | Other securities | — | $85K | $84K | 0.4% | |
| U.S. TREASURY | Other securities | — | $90K | $81K | 0.3% | |
| NORTHROP GRUMMAN | Other securities | — | $76K | $80K | 0.3% | |
| U.S. TREASURY | Other securities | — | $88K | $78K | 0.3% | |
| FNMA PL #BV7245 | Agency / Mortgage-Backed | — | $94K | $78K | 0.3% | |
| THE BANK OF NOVA5. | Other securities | — | $75K | $76K | 0.3% | |
| U.S. TREASURY | Other securities | — | $79K | $73K | 0.3% | |
| U.S. TREASURY | Other securities | — | $96K | $70K | 0.3% | |
| FNMA PL #FS5676 | Agency / Mortgage-Backed | — | $76K | $69K | 0.3% | |
| MORGAN STANLEY MTN | Other securities | — | $70K | $69K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
