Laura Abrahams signed American Academy of Orthopaedic Surgeons' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
American Academy of Orthopaedic Surgeons' EIN is 36-2110592.
Download the official 2024 Form 5500 (PDF) for American Academy of Orthopaedic Surgeons from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)American Academy of Orthopaedic Surgeons' 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $63K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
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 Management & Research Fidelity 500 Index Fund | Common Collective Trusts | — | — | $8.0M | 15.7% | |
| LARGE CAP GROWTH FUND II R1 FD GREAT GRAY TRUST COMPANY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $4.7M | 9.2% | |
| Vanguard Group Vanguard Target Retirement 2050 | Mutual Funds | — | — | $3.9M | 7.7% | |
| GALLIARD STABLE RETURN PN SEI TRUST COMPANY · EIN 41-6202499 / PN 001 | Common Collective Trust | — | — | $3.9M | 7.6% | |
| Vanguard Group Vanguard Target Retirement 2045 | Mutual Funds | — | — | $3.5M | 6.9% | |
| Vanguard Group Vanguard Target Retirement 2035 | Mutual Funds | — | — | $3.0M | 5.9% | |
| Janus Henderson Janus Henderson Balanced Fund | Mutual Funds | — | — | $2.9M | 5.7% | |
| Vanguard Group Vanguard Target Retirement 2030 | Mutual Funds | — | — | $2.6M | 5.0% | |
| Vanguard Group Vanguard Target Retirement 2055 | Mutual Funds | — | — | $2.5M | 4.8% | |
| Vanguard Group Vanguard Target Retirement 2025 | Mutual Funds | — | — | $2.1M | 4.2% | |
| Vanguard Group Vanguard Target Retirement 2040 | Mutual Funds | — | — | $2.0M | 3.9% | |
| PIMCO Funds PIMCO Total Return Instl Fund | Mutual Funds | — | — | $1.6M | 3.1% | |
| Fidelity Management & Research Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $1.2M | 2.4% | |
| BlackRock Advisors, LLC BlackRock High Yield Bond Portfolio | Other securities | — | — | $947K | 1.9% | |
| LARGE CAP VALUE III R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-7289865 / PN 001 | Common Collective Trust | — | — | $938K | 1.8% | |
| Vanguard Group Vanguard Target Retirement 2020 | Mutual Funds | — | — | $852K | 1.7% | |
| Vanguard Group Vanguard Target Retirement 2060 | Mutual Funds | — | — | $837K | 1.6% | |
| Vanguard Group Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $795K | 1.6% | |
| Vanguard Group Vanguard Total International Stock Index Fund | Common Collective Trusts | — | — | $724K | 1.4% | |
| Fidelity Management & Research Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $562K | 1.1% | |
| Capital Research & Mgmt Co American Funds Inflation Linked Bond Fund | Mutual Funds | — | — | $530K | 1.0% | |
| J.P.Morgan Asset Management JPMorgan Mid Cap Growth R6 Fund | Other securities | — | — | $457K | 0.9% | |
| Participants Participant Loans Rates from 4.25% - 9.50% - | Bonds / Notes | — | — | $309K | 0.6% | |
| Parnassus Investments Parnassus Core Equity Instl | Other securities | — | — | $308K | 0.6% | |
| INTERNATIONAL GROWTH II R1 FD GREAT GRAY TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $281K | 0.6% | |
| Allspring Global Investments Allspring Sm Company Value Fund | Common Stocks | — | — | $209K | 0.4% | |
| Dimensional Fund Advisors DFA Real Estate Securities Port | Mutual Funds | — | — | $171K | 0.3% | |
| Vanguard Group Vanguard Emrg Market Stock Index-Admiral | Mutual Funds | — | — | $171K | 0.3% | |
| MID CAP VALUE FUND II CLASS R1 GREAT GRAY TRUST COMPANY · EIN 38-7312964 / PN 001 | Common Collective Trust | — | — | $129K | 0.3% | |
| Vanguard Group Vanguard Target Retirement 2070 | Mutual Funds | — | — | $127K | 0.2% | |
| (E) | Other securities | — | $57K | $85K | 0.2% | |
| Vanguard Group Vanguard Target Retirement 2065 | Mutual Funds | — | — | $85K | 0.2% | |
| (E) | Other securities | — | — | $71K | 0.1% | |
| Fidelity Management & Research Fidelity Small Cap Growth K6 Fund | Mutual Funds | — | — | $71K | 0.1% | |
| Amundi Asset Management Pioneer Strategic Income-K | Other securities | — | — | $57K | 0.1% | |
| MID CAP GROWTH R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES LLC | 22-3570392 | — | INVESTMENT ADVISORY | $23K | — |
