Silvia Frank signed Orthocolorado Hospital's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Orthocolorado Hospital's EIN is 37-1577105.
Download the official 2024 Form 5500 (PDF) for Orthocolorado Hospital from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Orthocolorado Hospital's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $32K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS LLC | 61-1758632 | — | ADVISOR | $24K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2040 IPR | Mutual Funds | — | — | $2.0M | 15.3% | |
| Fidelity Freedom Index 2045 IPR | Mutual Funds | — | — | $1.6M | 11.6% | |
| Fidelity Freedom Index 2025 IPR | Mutual Funds | — | — | $1.5M | 11.3% | |
| Fidelity Freedom Index 2055 IPR | Mutual Funds | — | — | $1.4M | 10.6% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $1.3M | 9.5% | |
| Fidelity Freedom Index 2035 IPR | Mutual Funds | — | — | $1.2M | 9.1% | |
| Fidelity Freedom Index 2050 IPR | Mutual Funds | — | — | $1.1M | 8.1% | |
| Fidelity Freedom Index 2030 IPR | Mutual Funds | — | — | $902K | 6.8% | |
| Fidelity Freedom Index 2060 IPR | Mutual Funds | — | — | $411K | 3.1% | |
| Fidelity Freedom Index 2020 IPR | Mutual Funds | — | — | $399K | 3.0% | |
| JP Morgan Large Cap Growth R6 | Other securities | — | — | $325K | 2.4% | |
| Fidelity Government Money Market K6 | Mutual Funds | — | — | $320K | 2.4% | |
| Participant Loans Various maturity dates through 2032; interest rates from 4.25% to 9.50% | Bonds / Notes | — | — | $146K | 1.1% | |
| Fidelity Freedom Index 2065 IPR | Mutual Funds | — | — | $94K | 0.7% | |
| Fidelity International Index | Mutual Funds | — | — | $80K | 0.6% | |
| PGIM High Yield R6 | Other securities | — | — | $72K | 0.5% | |
| MFS Value R4 | Mutual Funds | — | — | $65K | 0.5% | |
| American Funds EuroPac Growth R6 | Mutual Funds | — | — | $62K | 0.5% | |
| Allspring Special Mid Cap Value Fund R6 | Other securities | — | — | $61K | 0.5% | |
| MassMutual Select Mid Cap Growth I | Other securities | — | — | $60K | 0.4% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $50K | 0.4% | |
| Fidelity Freedom Index 2015 IPR | Mutual Funds | — | — | $47K | 0.4% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $44K | 0.3% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $38K | 0.3% | |
| Fidelity Small Cap Growth K6 | Mutual Funds | — | — | $36K | 0.3% | |
| Allspring Special Small Cap Value Fund R6 | Other securities | — | — | $21K | 0.2% | |
| Invesco Core Bond Y | Mutual Funds | — | — | $20K | 0.2% | |
| C&S Real Estate I | Other securities | — | — | $8K | <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 |
|---|---|---|---|---|---|
| FORVIS | 44-0160260 | — | ACCOUNTANT/AUDITOR | $19K | — |
