Victor Thomas signed Tri-State Orthopaedics and Sports Medicine Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Tri-State Orthopaedics and Sports Medicine Inc.'s EIN is 25-1356849.
Download the official 2024 Form 5500 (PDF) for Tri-State Orthopaedics and Sports Medicine Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Tri-State Orthopaedics and Sports Medicine Inc.'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 |
|---|---|---|---|---|---|
| JULY BUSINESS SERVICES, LLC | — | WACO, TX | RECORDKEEPER | $28K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC WEALTH MANAGEMENT GROUP, | — | MCMURRAY, PA | INVESTMENT ADVISOR | $22K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $36.7M | 99.1% |
