Kimberly Stoudnour signed University Orthopedics Center, Ltd.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
University Orthopedics Center, Ltd.'s EIN is 25-1655314.
Download the official 2024 Form 5500 (PDF) for University Orthopedics Center, Ltd. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)University Orthopedics Center, Ltd.'s plan includes profit-sharing, a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $211K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ABUNDANCE WEALTH COUNSELORS, LLC | 81-0572878 | STATE COLLEGE, PA | INVESTMENT ADVISOR | $162K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fund Mutual Funds Vanguard 500 Index Admiral Fund N/R | Common Collective Trusts | — | — | $8.4M | 16.2% | |
| Vanguard Target Retirement 2035 Investor N/R | Mutual Funds | — | — | $4.6M | 9.0% | |
| Fund Vanguard Target Retirement 2050 Investor N/R | Mutual Funds | — | — | $4.0M | 7.8% | |
| Fund DFA International Core Equity Fund - I N/R | Mutual Funds | — | — | $3.9M | 7.5% | |
| Vanguard Target Retirement 2045 Investor N/R | Mutual Funds | — | — | $2.9M | 5.5% | |
| Fund Vanguard Small Cap Index Admiral Fund N/R | Mutual Funds | — | — | $2.8M | 5.4% | |
| Vanguard Target Retirement 2040 Investor N/R | Mutual Funds | — | — | $2.8M | 5.4% | |
| Fund Vanguard Target Retirement 2030 Investor N/R | Mutual Funds | — | — | $2.7M | 5.3% | |
| Fund Vanguard Target Retirement 2025 Investor N/R | Mutual Funds | — | — | $2.6M | 5.0% | |
| Fund Vanguard Value Index Admiral Fund N/R | Mutual Funds | — | — | $2.3M | 4.4% | |
| Fidelity Total Bond Fund - K6 N/R | Mutual Funds | — | — | $2.2M | 4.2% | |
| Vanguard Total Stock Market Index Admiral N/R | Common Collective Trusts | — | — | $2.0M | 3.9% | |
| Fund Vanguard Short Term Investment-Grade N/R | Mutual Funds | — | — | $1.5M | 2.9% | |
| Admiral Fund Vanguard Mid Cap Index Fund - Admiral N/R | Common Collective Trusts | — | — | $1.4M | 2.6% | |
| Calamos Market Neutral Income Fund - I N/R | Other securities | — | — | $996K | 1.9% | |
| Vanguard Target Retirement 2060 Investor N/R | Mutual Funds | — | — | $939K | 1.8% | |
| Fund DFA Five-Year Global Fixed-Income Fund - I N/R | Mutual Funds | — | — | $936K | 1.8% | |
| Vanguard Target Retirement 2055 Investor N/R | Mutual Funds | — | — | $925K | 1.8% | |
| Fund DFA Emerging Markets Core Equity Fund - I N/R | Mutual Funds | — | — | $896K | 1.7% | |
| Vanguard Growth Index Admiral Fund N/R | Mutual Funds | — | — | $893K | 1.7% | |
| Fully Benefit-Responsive Benefit Contract * Empower Capital Preservation Account N/R | Other securities | — | — | $573K | 1.1% | |
| Natixis Gateway Fund - Y N/R | Other securities | — | — | $470K | 0.9% | |
| Vanguard Target Retirement 2020 Investor N/R | Mutual Funds | — | — | $135K | 0.3% | |
| Fund DFA Inflation-Protected Securities Fund - I N/R | Mutual Funds | — | — | $71K | 0.1% | |
| Vanguard Real Estate Index Admiral Fund N/R | Mutual Funds | — | — | $69K | 0.1% | |
| Vanguard Target Retirement 2065 Investor N/R | Mutual Funds | — | — | $42K | <0.1% | |
| Fund Pimco Commodity Real Return Strategic N/R | Mutual Funds | — | — | $38K | <0.1% | |
| Money Market Fund Premiere US Government Money Market N/R | Cash / Money Market | — | — | $27K | <0.1% | |
| Institutional Fund DFA International Small Company Fund - I N/R | Mutual Funds | — | — | $22K | <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 |
|---|---|---|---|---|---|
| DUNBAR, BENDER & ZAPF, INC. | 25-1650062 | PITTSBURGH, PA | TPA | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAKER TILLY US, LLP | 39-0859910 | STATE COLLEGE, PA | ACCOUNTANT | $16K | — |
