Traci Wussow signed Orlans P.C.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Orlans P.C.'s EIN is 38-3389922.
Download the official 2024 Form 5500 (PDF) for Orlans P.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Orlans P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | CUSTODIAN | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPTRUST FINANCIAL ADVISORS | 26-0058143 | — | ADVISOR | $33K | — |
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 | |||||
|---|---|---|---|---|---|---|
| T. ROWE PRICE RETIREMENT 2040 T. ROWE PRICE TRUST CO. · EIN 35-6785642 / PN 013 | Common Collective Trust | — | — | $1.8M | 12.9% | |
| T. ROWE PRICE RETIREMENT 2045 T. ROWE PRICE TRUST CO. · EIN 35-6785642 / PN 014 | Common Collective Trust | — | — | $1.7M | 12.3% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $1.5M | 11.2% | |
| T. ROWE PRICE RETIREMENT 2030 T. ROWE PRICE TRUST CO. · EIN 35-6785642 / PN 011 | Common Collective Trust | — | — | $1.3M | 9.8% | |
| T. ROWE PRICE RETIREMENT 2035 T. ROWE PRICE TRUST CO. · EIN 35-6785642 / PN 012 | Common Collective Trust | — | — | $1.2M | 8.7% | |
| HABOR CAPITAL APPRECIATION HARBOR TRUST COMPANY · EIN 84-4022394 / PN 001 | Common Collective Trust | — | — | $988K | 7.2% | |
| T. Rowe Price T. Rowe Price Instl Mid-Cap Equity Growth | Other securities | — | — | $634K | 4.6% | |
| T. ROWE PRICE RETIREMENT 2050 T. ROWE PRICE TRUST CO. · EIN 35-6785642 / PN 015 | Common Collective Trust | — | — | $587K | 4.3% | |
| BlackRock Equity Dividend Cl I | Other securities | — | — | $541K | 3.9% | |
| T. ROWE PRICE RETIREMENT 2055 T. ROWE PRICE TRUST CO. · EIN 35-6785642 / PN 016 | Common Collective Trust | — | — | $482K | 3.5% | |
| T .ROWE PRICE RETIREMENT 2025 T. ROWE PRICE TRUST CO. · EIN 35-6785642 / PN 101 | Common Collective Trust | — | — | $473K | 3.4% | |
| Vanguard Intl Growth Admiral | Mutual Funds | — | — | $329K | 2.4% | |
| PIMCO INCM FD INST CL | Mutual Funds | — | — | $294K | 2.1% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $245K | 1.8% | |
| FIAM CORE PLUS COMMINGLED POOL FIDELITY INSTITUTIONAL ASSET MANAGER TRUST COMPANY · EIN 20-4659714 / PN 052 | Common Collective Trust | — | — | $212K | 1.5% | |
| Participants** Participant notes receivable bearing interest rates ranging from 4.25 to 9.50 percent - | Other securities | — | — | $185K | 1.3% | |
| American Beacon American Beacon Small Cap Val Inv | Other securities | — | — | $164K | 1.2% | |
| T. ROWE PRICE RETIREMENT 2060 T. ROWE PRICE TRUST CO. · EIN 35-6785642 / PN 018 | Common Collective Trust | — | — | $157K | 1.1% | |
| T. Rowe Price T. Rowe Price QM US SM CAP Growth Equity I | Other securities | — | — | $156K | 1.1% | |
| GREAT GRAY TRUST EUROPACIFIC GROWTH GREAT GRAY TRUST COMPANY · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $148K | 1.1% | |
| Vanguard Inflation Prot. SEC ADM | Mutual Funds | — | — | $144K | 1.1% | |
| T. ROWE PRICE RETIREMENT 2020 T. ROWE PRICE TRUST CO. · EIN 35-6785642 / PN 009 | Common Collective Trust | — | — | $128K | 0.9% | |
| MFS Set TR Xintl Value R3 | Mutual Funds | — | — | $102K | 0.7% | |
| JPMorgan Mid Cap Value L | Other securities | — | — | $87K | 0.6% | |
| Fidelity Extended MKT Index Fund | Common Collective Trusts | — | — | $71K | 0.5% | |
| T ROWE PRICE RETIREMENT 2065 T. ROWE PRICE TRUST CO. · EIN 35-6785642 / PN 019 | Common Collective Trust | — | — | $33K | 0.2% | |
| Charles Schwab** Money market fund - Schwab Government Money Fund Investor Share | Mutual Funds | — | — | $22K | 0.2% | |
| T. ROWE PRICE RETIREMENT 2005 T. ROWE PRICE TRUST CO. · EIN 35-6785642 / PN 006 | Common Collective Trust | — | — | $6K | <0.1% | |
| T.ROWE PRICE RETIREMENT 2010 T. ROWE PRICE TRUST CO. · EIN 35-6785642 / PN 007 | Common Collective Trust | — | — | $5K | <0.1% | |
| T. ROWE PRICE RETIREMENT 2015 T. ROWE PRICE TRUST CO. · EIN 35-6785642 / PN 008 | Common Collective Trust | — | — | $494 | <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 |
|---|---|---|---|---|---|
| SENTINEL BENEFITS GROUP, INC. | 04-3015875 | — | TPA | $37K | — |
