Orthopediatrics, Corp.'s EIN is 26-1761833.
Download the official 2024 Form 5500 (PDF) for Orthopediatrics, Corp. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Orthopediatrics, Corp.'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 |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SERVI | — | — | RECORDKEEPER | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MBC RETIREMENT SERVICES, INC. | — | — | CONTRACT ADMIN | $3K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds Growth Fund of Amer R3 8,658 shares | Mutual Funds | — | $9K | $2.6M | 12.6% | |
| American Funds 2045 Target Date Fund R3 100,364 shares | Mutual Funds | — | $100K | $2.0M | 9.8% | |
| American Funds 2040 Target Date Fund R3 97,333 shares | Mutual Funds | — | $97K | $2.0M | 9.7% | |
| American Funds 2055 Target Date Fund R3 67,758 shares | Mutual Funds | — | $68K | $1.7M | 8.5% | |
| American Funds 2035 Target Date Fund R3 90,583 shares | Mutual Funds | — | $91K | $1.7M | 8.2% | |
| American Funds 2050 Target Date Fund R3 79,394 shares | Mutual Funds | — | $79K | $1.6M | 8.0% | |
| American Funds 2025 Target Date Fund R3 77,401 shares | Mutual Funds | — | $77K | $1.2M | 5.6% | |
| American Funds 2030 Target Date Fund R3 65,753 shares | Mutual Funds | — | $66K | $1.1M | 5.4% | |
| American Funds Washington Mutual R3 14,201 shares | Mutual Funds | — | $14K | $863K | 4.2% | |
| American Funds Fundamental Invs R3 9,291 shares | Mutual Funds | — | $9K | $747K | 3.6% | |
| Blackrock Health Sciences Oppor R1 11,369 shares | Other securities | — | $11K | $685K | 3.3% | |
| Putnam Global Technology R 9,477 shares | Mutual Funds | — | $9K | $622K | 3.0% | |
| American Funds New Perspective R3 9,970 shares | Mutual Funds | — | $10K | $599K | 2.9% | |
| American Funds American Balanced R3 13,561 shares | Mutual Funds | — | $14K | $463K | 2.3% | |
| American Funds 2060 Target Date Fund R3 18,852 shares | Mutual Funds | — | $19K | $332K | 1.6% | |
| American Funds Europacific GR R3 4,974 shares | Mutual Funds | — | $5K | $259K | 1.3% | |
| American Funds 2020 Target Date Fund R3 18,962 shares | Mutual Funds | — | $19K | $252K | 1.2% | |
| s * American Funds 2015 Target Date Fund R3 20,253 shares | Mutual Funds | — | $20K | $246K | 1.2% | |
| Clearbridge Small Cap R 3,813 shares | Other securities | — | $4K | $236K | 1.1% | |
| American Funds Smallcap World R3 3,387 shares | Mutual Funds | — | $3K | $213K | 1.0% | |
| Maturing at various dates through December 2029, with interest rates ranging * Participant Loans from 4.50% to 9.75% | Bonds / Notes | — | — | $191K | 0.9% | |
| American Funds American HI Inc Tr R3 12,973 shares | Mutual Funds | — | $13K | $127K | 0.6% | |
| MFS Global Real Estate R2 7,389 shares | Mutual Funds | — | $7K | $119K | 0.6% | |
| American Funds Bond Fund of Amer R3 35,899 shares | Mutual Funds | — | $36K | $96K | 0.5% | |
| American Funds 2065 Target Date Fund R3 4,806 shares | Mutual Funds | — | $5K | $83K | 0.4% | |
| American Funds New World Fund R3 1,053 shares | Mutual Funds | — | $1K | $80K | 0.4% | |
| American Funds Interm BD FD of Amer R3 4,645 shares | Mutual Funds | — | $5K | $58K | 0.3% | |
| PGIM Jennison Natural Resources R 1,066 shares | Other securities | — | $1K | $53K | 0.3% | |
| American Funds Short Term Bond of AM R3 927 shares | Mutual Funds | — | — | $9K | <0.1% | |
| American Funds Capital World Bond FD R3 550 shares | Mutual Funds | — | — | $9K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
