Fort Wayne Orthopaedics, LLC's EIN is 35-1893082.
Download the official 2024 Form 5500 (PDF) for Fort Wayne Orthopaedics, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Fort Wayne Orthopaedics, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
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 | $47K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $7K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Self-directed Investments | Self-Directed Brokerage | — | — | $12.7M | 23.6% | |
| Fidelity 500 Index Fund 61,716.55 Shares | Common Collective Trusts | — | $62K | $12.6M | 23.4% | |
| State Street Target Retirement 2050 Fund 130,599.37 Shares | Other securities | — | — | $2.4M | 4.5% | |
| State Street Target Retirement 2045 Fund 132,517.34 Shares | Other securities | — | — | $2.4M | 4.5% | |
| Self-directed Cash | Self-Directed Brokerage | — | — | $2.4M | 4.4% | |
| State Street Target Retirement 2055 Fund 123,742.45 Shares | Other securities | — | — | $2.3M | 4.3% | |
| Fidelity US Bond Index Fund 206,529.38 Shares | Common Collective Trusts | — | — | $2.1M | 3.9% | |
| State Street Target Retirement 2040 Fund 105,243.30 Shares | Other securities | — | — | $1.9M | 3.5% | |
| Loomis Sayles Core Plus Bond Fund 131,438.28 Shares | Other securities | — | — | $1.5M | 2.8% | |
| State Street Target Retirement 2030 Fund 87,457.89 Shares | Other securities | — | $87K | $1.5M | 2.7% | |
| FIDELITY MANAGED INCOME PORTFOLIO FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-6568107 / PN 001 | Common Collective Trust | — | — | $1.5M | 2.7% | |
| MFS International Equity Fund Class R6 75,912.99 Shares | Mutual Funds | — | — | $1.4M | 2.6% | |
| Fidelity Global ex US Index Fund 90,524.15 Shares | Common Collective Trusts | — | — | $1.3M | 2.4% | |
| Vanguard Balanced Index Fund 21,975.63 Shares | Common Collective Trusts | — | — | $1.1M | 2.0% | |
| Fidelity Extended Market Index Fund 11,674.94 Shares | Common Collective Trusts | — | — | $1.1M | 2.0% | |
| Allspring Mid Cap Value Fund 21,972.49 Shares | Other securities | — | — | $1.1M | 2.0% | |
| Westwood Quality SmallCap Fund 46,960.84 Shares | Other securities | — | $47K | $951K | 1.8% | |
| Carillon Eage Mid Cap Growth Fund 10,196.01 Shares | Other securities | — | — | $795K | 1.5% | |
| State Street Target Retirement 2060 Fund 39,652.42 Shares | Other securities | — | $40K | $743K | 1.4% | |
| State Street Target Retirement 2035 Fund 37,321.49 Shares | Other securities | — | $37K | $650K | 1.2% | |
| State Street Target Retirement 2025 Fund 27,642.47 Shares | Other securities | — | $28K | $442K | 0.8% | |
| Fidelity Inflation-Protected Bond Index Fund 48,268.75 Shares | Common Collective Trusts | — | $48K | $429K | 0.8% | |
| Conestoga Small Cap Fund 4,922.42 Shares | Other securities | — | $5K | $391K | 0.7% | |
| State Street Target Retirement 2020 Fund 7,453.17 Shares | Other securities | — | $7K | $110K | 0.2% | |
| State Street Target Retirement 2065 Fund 3,835.23 Shares | Other securities | — | $4K | $70K | 0.1% | |
| Registered Investment Companies State Street Target Retirement Income Securities Lending Series Fund 441.86 Shares | Other securities | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
