Barrington Orthopedic Specialists, Ltd.'s EIN is 36-3062013.
Download the official 2024 Form 5500 (PDF) for Barrington Orthopedic Specialists, Ltd. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Barrington Orthopedic Specialists, Ltd.'s plan includes profit-sharing, 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 |
|---|---|---|---|---|---|
| MINNESOTA LIFE | 41-0417830 | ST PAUL, MN | CUSTODIAN | — | — |
| MINNESOTA LIFE | 41-0417830 | — | CUSTODIAN | — | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MISSION WEALTH MANAGEMENT LP |
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 | |||||
|---|---|---|---|---|---|---|
| Self-Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $16.9M | 36.7% | |
| JPMORGAN LARGE CAP GROWTH MINNESOTA LIFE · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $5.5M | 11.9% | |
| Minnesota Life Schwab Fundamental US Large Co. Index Fund | Common Collective Trusts | — | — | $4.5M | 9.7% | |
| SCHWAB FNDMNTL US LG CO INX MINNESOTA LIFE · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $4.5M | 9.7% | |
| VANGUARD SM-CAP GRO IND ADM MINNESOTA LIFE · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $2.7M | 5.8% | |
| CAUSEWAY INTL VALUE INSTL MINNESOTA LIFE · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $2.0M | 4.3% | |
| CLEARBRIDGE INTL GR A MINNESOTA LIFE · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $2.0M | 4.3% | |
| SECURIAN AM S&P 500 INDEX MINNESOTA LIFE · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $1.8M | 3.9% | |
| DFA INFL-PROTECTED SEC PORT I MINNESOTA LIFE · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $1.7M | 3.8% | |
| JANUS HENDERSON SMALL CAP VAL MINNESOTA LIFE · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $1.3M | 2.7% | |
| COLUMBIA GLOBAL TECH GROWTH MINNESOTA LIFE · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $1.2M | 2.5% | |
| THORNBURG STRATEGIC INCOME RS MINNESOTA LIFE · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $945K | 2.0% | |
| FIDELITY ADV TOTAL BOND I MINNESOTA LIFE · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $766K | 1.7% | |
| Minnesota Life Morgan Stanley Global Fixed Income Opps I | Other securities | — | — | $736K | 1.6% | |
| MORGAN STAN GLBL FIX INC OPP I MINNESOTA LIFE · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $736K | 1.6% | |
| DISCIPLINED GRO MID CAP GRO MINNESOTA LIFE · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $661K | 1.4% | |
| CLEARBRIDGE LARGE CAP GROWTH MINNESOTA LIFE · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $532K | 1.2% | |
| ML GUARANTEED RETURN ACCOUNT MINNESOTA LIFE · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $412K | 0.9% | |
| VANGUARD LIFESTRATEGY MOD GRO MINNESOTA LIFE · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $351K | 0.8% | |
| VANGUARD LIFESTRATEGY CONS GRO MINNESOTA LIFE · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $341K | 0.7% | |
| Minnesota Life Nuveen International Equity Index Fund | Common Collective Trusts | — | — | $286K | 0.6% | |
| NUVEEN INTL EQ IDX R6 MINNESOTA LIFE · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $286K | 0.6% | |
| FIDELITY EMERGING MARKETS IDX MINNESOTA LIFE · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $245K | 0.5% | |
| DFA US SMALL CAP PORTFOLIO MINNESOTA LIFE · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $233K | 0.5% | |
| COLUMBIA CONTRARIAN CORE MINNESOTA LIFE · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $175K | 0.4% | |
| THRIVENT MID CAP STOCK A MINNESOTA LIFE · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $164K | 0.4% | |
| T. ROWE PRICE HEALTH SCIENCES MINNESOTA LIFE · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $149K | 0.3% | |
| Participant Loans | Participant loans | — | — | $148K | 0.3% | |
| MFS MID CAP VALUE R3 MINNESOTA LIFE · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $133K | 0.3% | |
| JANUS HENDERSON BALANCED A MINNESOTA LIFE · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $131K | 0.3% | |
| VANGUARD LIFESTRATEGY GROWTH MINNESOTA LIFE · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $112K | 0.2% | |
| DFA INTERN GOVT FIXED INCM I MINNESOTA LIFE · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $33K | <0.1% | |
| Minnesota Life DFA Global Real Estate Securities Portfolio | Mutual Funds | — | — | $18K | <0.1% | |
| DFA GLBL RE SECUR PRT MINNESOTA LIFE · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $18K | <0.1% | |
| NUVEEN LC INDEX 2060 I MINNESOTA LIFE · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $3K | <0.1% | |
| BROKERAGE ACCT MINNESOTA LIFE · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $567 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 82-3762916 |
| SANTA BARBARA, CA |
| INVESTMENT ADVISORY |
| — |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO, INC. | 94-1737782 | WESTLAKE, TX | INSURANCE BROKER | — | — |
