Grant Osborne signed Spinal Elements, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Spinal Elements, Inc.'s EIN is 26-0894757.
Download the official 2024 Form 5500 (PDF) for Spinal Elements, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Spinal Elements, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | 43-1451524 | — | ADVISOR | $8K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity Freedom 2040 Fund | Mutual Funds | — | — | $2.2M | 14.2% | |
| Fidelity Investments Fidelity 500 Index Fund | Common Collective Trusts | — | — | $2.2M | 13.8% | |
| Fidelity Investments Fidelity Freedom 2035 Fund | Mutual Funds | — | — | $2.0M | 12.9% | |
| Fidelity Investments Fidelity Freedom 2030 Fund | Mutual Funds | — | — | $1.6M | 10.1% | |
| Fidelity Investments Fidelity Freedom 2050 Fund | Mutual Funds | — | — | $1.3M | 8.0% | |
| Fidelity Investments Fidelity Freedom 2045 Fund | Mutual Funds | — | — | $1.2M | 7.5% | |
| Fidelity Investments Fidelity Total Market Index | Common Collective Trusts | — | — | $662K | 4.2% | |
| Fidelity Investments Fidelity Freedom 2055 Fund | Mutual Funds | — | — | $652K | 4.1% | |
| Fidelity Investments Fidelity Government Money Market Fund | Mutual Funds | — | — | $572K | 3.6% | |
| Fidelity Investments Fidelity Freedom 2060 Fund | Mutual Funds | — | — | $482K | 3.1% | |
| s (continued) JPMorgan Large Cap Growth Fund | Mutual Funds | — | — | $454K | 2.9% | |
| Fidelity Investments Fidelity Freedom 2025 Fund | Mutual Funds | — | — | $420K | 2.7% | |
| Fidelity Investments Fidelity MID Cap Index Fund | Common Collective Trusts | — | — | $300K | 1.9% | |
| Fidelity Investments Fidelity Freedom 2065 Fund | Mutual Funds | — | — | $251K | 1.6% | |
| Fidelity Investments Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $243K | 1.5% | |
| Fidelity Investments Fidelity Freedom 2015 Fund | Mutual Funds | — | — | $207K | 1.3% | |
| J H ENTERPRISE U GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289853 / PN 001 | Common Collective Trust | — | — | $167K | 1.1% | |
| American Funds American Funds Balanced Fund 101 Allspring AS Core Bond Fund | Mutual Funds | — | — | $164K | 1.0% | |
| Dimensional Fund Advisors DFA U.S. Small Cap Growth Portfolio Institutional Class Fund | Mutual Funds | — | — | $130K | 0.8% | |
| Fidelity Investments Fidelity International Capital Appericiation K6 Fund | Mutual Funds | — | — | $116K | 0.7% | |
| Massachusetts Financial Services Massachusetts Financial Services Mid Cap Value Fund | Other securities | — | — | $72K | 0.5% | |
| PIMCO RAE US U GREAT GRAY TRUST COMPANY, LLC · EIN 92-2452619 / PN 001 | Common Collective Trust | — | — | $62K | 0.4% | |
| American Funds American Fund Balanced Fund | Mutual Funds | — | — | $44K | 0.3% | |
| Cohen & Steers Cohen & Steers Institutional Realty Shares Fund | Other securities | — | — | $30K | 0.2% | |
| Fidelity Investments Fidelity International Index Fund | Common Collective Trusts | — | — | $29K | 0.2% | |
| Victory Capital Victory Sycamore Small Company Opportunity Fund | Common Stocks | — | — | $23K | 0.1% | |
| Pimco Pacific Investment Management Company RAE Emerging Market Fund | Mutual Funds | — | — | $13K | <0.1% | |
| Fidelity Investments Fidelity Freedom Income Fund | Mutual Funds | — | — | $9K | <0.1% | |
| Fidelity Investments Fidelity Inflation-Protected Bond Index Fund | Common Collective Trusts | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
