Derek Armstrong signed Midwest Orthopaedic Center S.C.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Midwest Orthopaedic Center S.C.'s EIN is 37-1387037.
Download the official 2024 Form 5500 (PDF) for Midwest Orthopaedic Center S.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Midwest Orthopaedic Center S.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 |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $196 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Self-Directed Brokerage Accounts * Schwab Investments Personal Choice Retirement | Self-Directed Brokerage | — | — | $15.6M | 30.0% | |
| Schwab Investments Schwab 1000 Index Fund | Common Collective Trusts | — | — | $8.7M | 16.8% | |
| TIAA-CREF Funds Nuveen Large Cap Grth Index R6 | Mutual Funds | — | — | $4.9M | 9.4% | |
| T. Rowe Price T. Rowe Price Retirement 2040 | Other securities | — | — | $3.9M | 7.6% | |
| T. Rowe Price T. Rowe Price Retirement 2050 | Other securities | — | — | $3.3M | 6.4% | |
| Schwab Investments Schwab Value Advantage Money Ultra | Mutual Funds | — | — | $2.1M | 4.1% | |
| T. Rowe Price T. Rowe Price Blue Chip | Other securities | — | — | $2.1M | 4.0% | |
| T. Rowe Price T. Rowe Price Retirement 2030 | Other securities | — | — | $1.8M | 3.4% | |
| Touchstone Strategic Trust Touchstone Large Cap Focused | Other securities | — | — | $1.4M | 2.8% | |
| JP Morgan JP Morgan Core Bond Fund | Other securities | — | — | $1.2M | 2.4% | |
| Causeway Capital Management Trust Causeway International Value Fund | Mutual Funds | — | — | $1.2M | 2.4% | |
| Vanguard Mid Cap Index Admiral | Mutual Funds | — | — | $1.1M | 2.1% | |
| Vanguard Small Cap Index Admiral | Mutual Funds | — | — | $978K | 1.9% | |
| Invesco Growth and Income A | Mutual Funds | — | — | $756K | 1.5% | |
| Fidelity International Index | Mutual Funds | — | — | $349K | 0.7% | |
| T. Rowe Price T. Rowe Price Retirement 2060 | Other securities | — | — | $333K | 0.6% | |
| Invesco Comstock R5 | Mutual Funds | — | — | $299K | 0.6% | |
| John Hancock John Hancock Disciplined Value | Other securities | — | — | $245K | 0.5% | |
| JHANCOCK DISCIPLINED VAL MCP I Registered Investment Company | Common Stocks | — | — | $245K | 0.5% | |
| T. Rowe Price T. Rowe Price Retirement 2020 | Other securities | — | — | $180K | 0.3% | |
| Cohen & Steers Cohen and Steers Realty Shares | Other securities | — | — | $122K | 0.2% | |
| Participant loans Interest rates from 4.25% to 9.50% - 0 - | Bonds / Notes | — | — | $98K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
