Edward Ward signed Orthopaedics Northeast, PC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Orthopaedics Northeast, PC's EIN is 35-1496097.
Download the official 2024 Form 5500 (PDF) for Orthopaedics Northeast, PC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Orthopaedics Northeast, PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FUTUREPLAN | — | DRESHER, PA | RECORD KEEPER | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VESTIA PERSONAL WEALTH ADVISORS | 82-1828832 | — | ADVISOR | $27K | — |
| PENSIONMARK FINANCIAL |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $88.3M | 84.9% | |
| [Assets held in common stock] | Other | — | — | $11.7M | 11.3% | |
| [Assets held in common collective trust] | Other | — | — | $2.0M | 1.9% | |
| VANGUARD RETIREMENT SAVINGS TRUST VANGUARD GROUP, INC. · EIN 23-2186884 / PN 022 | Common Collective Trust | — | — | $2.0M | 1.9% | |
| [Assets held in interest-bearing cash] | Other | — | — | $114K | 0.1% |
| — |
| FORT WAYNE, IN |
| ADVISOR |
| $15K |
| — |
| LARSON FINANCIAL GROUP | 20-4773945 | — | ADVISOR | $8K | — |
| WORLD INVESTMENT ADVISORS | — | SANTA BARBARA, CA | ADVISOR | $5K | — |
