Larry Sponder signed BONE & Joint Clinic, S.C.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
BONE & Joint Clinic, S.C.'s EIN is 39-1130341.
Download the official 2024 Form 5500 (PDF) for BONE & Joint Clinic, S.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)BONE & Joint Clinic, S.C.'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 |
|---|---|---|---|---|---|
| ALERUS FINANCIAL, N.A. | 45-6062081 | — | NONE | $90K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ORGEL WEALTH MANAGEMENT, LLC | 46-2793932 | — | NONE | $38K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index N/A | Common Collective Trusts | — | — | $7.2M | 16.1% | |
| Fidelity Large Cap Growth Index N/A | Mutual Funds | — | — | $5.5M | 12.4% | |
| Fidelity Large Cap Value Index N/A | Mutual Funds | — | — | $4.8M | 10.8% | |
| GALLIARD STABLE RETURN FUND C SEI TRUST COMPANY · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $4.4M | 9.8% | |
| Fidelity US Bond Index N/A | Mutual Funds | — | — | $3.3M | 7.3% | |
| Federal Hermes Total Return Bond N/A | Other securities | — | — | $3.0M | 6.8% | |
| T. Rowe Price Mid Cap Growth Fund N/A | Other securities | — | — | $2.2M | 4.8% | |
| Fidelity Total International Index N/A | Mutual Funds | — | — | $2.1M | 4.6% | |
| American Funds Europacific Growth N/A | Mutual Funds | — | — | $2.0M | 4.4% | |
| Allspring Special Mid Cap N/A | Other securities | — | — | $1.8M | 4.1% | |
| Harbor Small Cap Growth Fund N/A | Other securities | — | — | $1.3M | 2.9% | |
| Vaughan Nelson Small Cap N/A | Other securities | — | — | $1.3M | 2.8% | |
| American Balanced Fund N/A | Other securities | — | — | $1.0M | 2.3% | |
| JOHCM Emerging Markets Opportunities Fund Inst N/A | Other securities | — | — | $1.0M | 2.3% | |
| Fidelity Small Cap Index N/A | Mutual Funds | — | — | $733K | 1.6% | |
| Fidelity Mid Cap Index N/A | Mutual Funds | — | — | $698K | 1.6% | |
| AFS Fundamental N/A | Other securities | — | — | $442K | 1.0% | |
| Notes receivable from participants (4.25% - 9.50%) - 0 - | Bonds / Notes | — | — | $252K | 0.6% | |
| Cohen & Steers Real Estate Securities N/A | Other securities | — | — | $91K | 0.2% | |
| JP Morgan Limited Duration Bond N/A | Other securities | — | — | $87K | 0.2% | |
| Oakmark International Fund N/A | Other securities | — | — | $70K | 0.2% | |
| Alliance Bernstein High Income N/A | Other securities | — | — | $24K | <0.1% | |
| Fidelity Inflation-Protected Bond Index N/A | Mutual Funds | — | — | $22K | <0.1% | |
| Eaton Vance Parametric Commodity Strategy Fund N/A | Other securities | — | — | $8K | <0.1% | |
| BNY Mellon Global Real Return N/A | Other securities | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
