ORA Orthopedics, P.C.'s EIN is 36-2691642.
Download the official 2024 Form 5500 (PDF) for ORA Orthopedics, P.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)ORA Orthopedics, P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AVANTAX | 42-1447865 | — | NA | $146K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Participant Directed Brokerage Accounts Common Stocks, Mutual Funds, Money Market, ETFs | Self-Directed Brokerage | — | — | $19.6M | 25.1% | |
| Vanguard Growth Index Admiral Shares Mutual Fund | Mutual Funds | — | — | $11.8M | 15.2% | |
| Vanguard Value Index Admiral Shares Mutual Fund | Mutual Funds | — | — | $6.9M | 8.9% | |
| MFS International Diversification R5 Mutual Fund | Mutual Funds | — | — | $6.2M | 8.0% | |
| Vanguard Equity Income Admiral Shares Mutual Fund | Mutual Funds | — | — | $5.9M | 7.6% | |
| Schwab International Index Mutual Fund | Mutual Funds | — | — | $4.1M | 5.2% | |
| Avantis U.S. Small Cap Value Fund Instl Mutual Fund | Other securities | — | — | $2.7M | 3.5% | |
| BlackRock Mid-Cap Growth Mutual Fund | Other securities | — | — | $2.7M | 3.5% | |
| Invesco Discovery Fund Class R6 Mutual Fund | Mutual Funds | — | — | $2.2M | 2.8% | |
| Vanguard Total Bond Market Index Adm Mutual Fund | Mutual Funds | — | — | $2.1M | 2.6% | |
| Victory Sycamore Established Value R Mutual Fund | Other securities | — | — | $2.0M | 2.6% | |
| Fidelity Advisor Focused Emerging Mrkts Mutual Fund | Mutual Funds | — | — | $1.9M | 2.5% | |
| BlackRock Strategic Income Opps INSTL Mutual Fund | Other securities | — | — | $1.4M | 1.8% | |
| JPMorgan Global Bond Opportunities R6 Mutual Fund | Other securities | — | — | $1.1M | 1.5% | |
| Interest-Bearing Cash | Cash / Money Market | — | — | $1.1M | 1.4% | |
| Cohen & Steers Preferred Sec & Inc Z Mutual Fund | Common Stocks | — | — | $987K | 1.3% | |
| Fidelity Long-Term Treasury Bond Index Mutual Fund | U.S. Treasuries | — | — | $875K | 1.1% | |
| T. Rowe Price Health Sciences Mutual Fund | Other securities | — | — | $667K | 0.9% | |
| John Hancock Investment Grade Bond R6 Mutual Fund | Other securities | — | — | $626K | 0.8% | |
| FEDERATED CAPITAL PRESERVATION FUND FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $213K | 0.3% | |
| Fidelity Money Market Money Market | Mutual Funds | — | — | $167K | 0.2% | |
| Principal Global Real Estate Sec Inst Mutual Fund | Other securities | — | — | $153K | 0.2% | |
| JPMorgan Short Duration Bond R6 Mutual Fund | Other securities | — | — | $55K | <0.1% |
