Anthony Gioia signed Orthoindy's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Orthoindy's EIN is 35-1090576.
Download the official 2024 Form 5500 (PDF) for Orthoindy from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Orthoindy's plan includes a 401(k) feature, a default investment (QDIA), profit-sharing, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $77K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PROCOURSE FIDUCIARY ADVISORS LLC | 45-5291215 | — | ADVISOR | $35K | — |
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