Sherri Evans signed Lancaster Orthopedic Group, P.C.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lancaster Orthopedic Group, P.C.'s EIN is 23-2936169.
Download the official 2024 Form 5500 (PDF) for Lancaster Orthopedic Group, P.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lancaster Orthopedic Group, P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| VALLEY FORGE PENSION MGT | 23-2986500 | EPHRATA, PA | RECORDKEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VALLEY FORGE INVESTMENT CONSULTANTS | 23-2986500 | BERWYN, PA | INVESTMENT ADVISOR | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Schwab S&P 500 Index Mutual Fund, 65,612 Shares | Common Collective Trusts | — | — | $5.9M | 17.3% | |
| NYLI Winslow Large Cap Growth Fund Mutual Fund, 500,530 Shares | Other securities | — | — | $5.5M | 16.1% | |
| Vanguard Equity Income - Admiral Mutual Fund, 45,121 Shares | Mutual Funds | — | — | $4.0M | 11.6% | |
| International Core Equity Mutual Fund, 231,951 Shares | Other securities | — | — | $3.6M | 10.5% | |
| Victory Sycamore Established Value Mutual Fund, 40,528 Shares | Other securities | — | — | $1.9M | 5.4% | |
| Vanguard Small Cap Growth Index Mutual Fund, 16,753 Shares | Mutual Funds | — | — | $1.6M | 4.8% | |
| Vanguard Small Cap Index Mutual Fund, 12,013 Shares | Mutual Funds | — | — | $1.4M | 4.0% | |
| MFS Mid Cap Growth R6 Mutual Fund, 37,721 Shares | Mutual Funds | — | — | $1.2M | 3.5% | |
| Segall Bryant & Hamill Plus Bond Mutual Fund, 124,632 Shares | Other securities | — | — | $1.2M | 3.4% | |
| DFA US Targeted Value Mutual Fund, 32,006 Shares | Mutual Funds | — | — | $1.1M | 3.2% | |
| American Funds New World - R-6 Mutual Fund, 14,107 Shares | Mutual Funds | — | — | $1.1M | 3.2% | |
| BNY Mellon Midcap Index Fund Inc. Mutual Fund, 35,959 Shares | Common Collective Trusts | — | — | $1.0M | 3.0% | |
| Blackrock Global Allocation Mutual Fund, 50,698 Shares | Other securities | — | — | $948K | 2.8% | |
| Weitz Short-Intermediate Income Mutual Fund, 56,436 Shares | Other securities | — | — | $676K | 2.0% | |
| DFA Real Estate Securities Mutual Fund, 14,691 Shares | Mutual Funds | — | — | $591K | 1.7% | |
| DFA Inflation Protected Securities Mutual Fund, 46,102 Shares | Mutual Funds | — | — | $496K | 1.5% | |
| Schwab Value Advantage Money Mutual Fund, 236,790 Shares | Mutual Funds | — | — | $237K | 0.7% | |
| American Funds 2050 Target Retirement Mutual Fund, 10,253 Shares | Mutual Funds | — | — | $214K | 0.6% | |
| American Funds 2040 Target Retirement Mutual Fund, 10,403 Shares | Mutual Funds | — | — | $214K | 0.6% | |
| American Funds 2060 Target Date Mutual Fund, 11,902 Shares | Mutual Funds | — | — | $213K | 0.6% | |
| American Funds 2045 Target Retirement Mutual Fund, 5,635 Shares | Mutual Funds | — | — | $119K | 0.3% | |
| American Funds 2035 Target Retirement Mutual Fund, 5,649 Shares | Mutual Funds | — | — | $108K | 0.3% | |
| American Funds 2055 Target Date Mutual Fund, 2,893 Shares | Mutual Funds | — | — | $76K | 0.2% | |
| Participant Loans Interest rates ranging from 5.25% to 10.50% -0- | Bonds / Notes | — | — | $75K | 0.2% | |
| American Funds 2030 Target Retirement Mutual Fund, 3,858 Shares | Mutual Funds | — | — | $67K | 0.2% | |
| American Funds 2065 Target Date Mutual Fund, 1,480 Shares | Mutual Funds | — | — | $26K | <0.1% | |
| American Funds 2025 Target Retirement Mutual Fund, 206 Shares | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
