Carol Schellhorn signed Illinois BONE and Joint Institute, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Illinois BONE and Joint Institute, LLC's EIN is 20-3845479.
Download the official 2024 Form 5500 (PDF) for Illinois BONE and Joint Institute, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Illinois BONE and Joint Institute, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$38K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROTHSCHILD INVESTMENTS | 36-2708660 | — | CONSULTANT | $116K | — |
| 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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $40K |
| — |
| FIRST AMERICAN BANK | 36-1078850 | — | CONSULTANT | $29K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| s * Fidelity 500 Index Fund Institutional Class | Mutual Funds | — | — | $37.2M | 12.9% | |
| Fidelity Freedom K 2035 Fund | Mutual Funds | — | — | $26.2M | 9.1% | |
| Fidelity Contrafund Fund Class K | Mutual Funds | — | — | $23.1M | 8.1% | |
| Fidelity Freedom K 2045 Fund | Mutual Funds | — | — | $17.8M | 6.2% | |
| Self-Managed Brokerage Accounts * BrokerageLink - Common Stock | Self-Directed Brokerage | — | — | $15.9M | 5.5% | |
| Fidelity Freedom K 2040 Fund | Mutual Funds | — | — | $15.7M | 5.5% | |
| Fidelity Freedom K 2030 Fund | Mutual Funds | — | — | $15.1M | 5.3% | |
| Fidelity Freedom K 2050 Fund | Mutual Funds | — | — | $13.0M | 4.5% | |
| Vanguard PRIMECAP Fund Admiral Shares | Mutual Funds | — | — | $12.9M | 4.5% | |
| Fidelity Freedom K 2055 Fund | Mutual Funds | — | — | $8.4M | 2.9% | |
| Fidelity Diversified International K Fund | Mutual Funds | — | — | $7.4M | 2.6% | |
| BrokerageLink - UNIT | Other securities | — | — | $6.8M | 2.4% | |
| Fidelity Freedom K 2025 Fund | Mutual Funds | — | — | $6.6M | 2.3% | |
| Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $6.1M | 2.1% | |
| Fidelity Freedom K 2060 Fund | Mutual Funds | — | — | $5.9M | 2.1% | |
| Fidelity Treasury Only Money Market Fund | Mutual Funds | — | — | $5.8M | 2.0% | |
| JPMorgan Equity Income Fund | Other securities | — | — | $4.2M | 1.5% | |
| BrokerageLink - Government Bond | U.S. Treasuries | — | — | $4.1M | 1.4% | |
| Glenmede Small Cap Equity Portfolio Class Advisor | Other securities | — | — | $3.9M | 1.4% | |
| John Hancock John Hancock Bond Fund Class R6 | Other securities | — | — | $3.7M | 1.3% | |
| Fidelity Freedom K 2020 Fund | Mutual Funds | — | — | $3.5M | 1.2% | |
| FIDELITY MANAGED INCOME PORTFOLIO FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $3.4M | 1.2% | |
| Fidelity Low Priced Stock Fund Class K | Mutual Funds | — | — | $3.4M | 1.2% | |
| BrokerageLink - External Fund | Other securities | — | — | $2.7M | 1.0% | |
| BrokerageLink - Cash | Cash / Money Market | — | — | $2.7M | 0.9% | |
| MFS Investment Management MFS Mid Cap Value R6 | Mutual Funds | — | — | $2.6M | 0.9% | |
| Invesco EQV Emerging Markets All Cap Fund Class R6 | Mutual Funds | — | — | $2.2M | 0.8% | |
| ClearBridge Small Cap Growth Fund Class I | Other securities | — | — | $2.0M | 0.7% | |
| PGIM Jennison PGIM Jennison Mid-Cap Growth Fund - Class R6 | Other securities | — | — | $2.0M | 0.7% | |
| maturing from 2025 to 2034 | Other securities | — | — | $1.9M | 0.7% | |
| BrokerageLink - Fidelity Fund | Mutual Funds | — | — | $1.9M | 0.6% | |
| Fidelity Total International Index | Mutual Funds | — | — | $1.7M | 0.6% | |
| Fidelity Freedom K 2015 Fund | Mutual Funds | — | — | $1.2M | 0.4% | |
| BrokerageLink - Corporate Bond | Other securities | — | — | $952K | 0.3% | |
| Fidelity Freedom K 2065 Fund | Mutual Funds | — | — | $934K | 0.3% | |
| BrokerageLink - Preferred Stock | Other securities | — | — | $772K | 0.3% | |
| BrokerageLink - Certificate of Deposit | Other securities | — | — | $715K | 0.2% | |
| Fidelity Freedom K Income Fund | Mutual Funds | — | — | $583K | 0.2% | |
| American Century American Century Inflation Adjs Bond Inv | Other securities | — | — | $583K | 0.2% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $561K | 0.2% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $406K | 0.1% | |
| Fidelity Freedom K 2010 Fund | Mutual Funds | — | — | $391K | 0.1% | |
| BrokerageLink - Option | Other securities | — | — | $4K | <0.1% | |
| Fidelity Freedom K 2070 Fund | Mutual Funds | — | — | $1K | <0.1% |
