John BIEN signed Summit Orthopedics, Ltd.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Summit Orthopedics, Ltd.'s EIN is 41-1762331.
Download the official 2024 Form 5500 (PDF) for Summit Orthopedics, Ltd. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Summit Orthopedics, Ltd.'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 |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $111K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING HOLDCO LLC | 84-4519624 | — | NONE | $53K | — |
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 | |||||
|---|---|---|---|---|---|---|
| AMERICAN CENTURY RET 2040 L GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $18.1M | 11.8% | |
| AMERICAN CENTURY RET 2035 L GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $17.6M | 11.5% | |
| W T CIT BLACKROCK EQUITY INDEX FUND WILMINGTON TRUST, N.A. · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $16.2M | 10.5% | |
| AMERICAN CENTURY RET 2050 L GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $13.7M | 8.9% | |
| PCRA Self-Directed Brokerage Account | Self-Directed Brokerage | — | — | $13.1M | 8.6% | |
| AMERICAN CENTURY RET 2025 L GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $12.6M | 8.2% | |
| AMERICAN CENTURY RET 2045 L GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $12.4M | 8.1% | |
| AMERICAN CENTURY RET 2055 L GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $9.8M | 6.4% | |
| AMERICAN CENTURY INCOME RET L GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $8.3M | 5.4% | |
| AMERICAN CENTURY RET 2030 L GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $8.0M | 5.2% | |
| AMERICAN CENTURY RET 2060 L GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $5.0M | 3.2% | |
| FIDELITY MID CAP INDEX Registered Investment Company | Mutual Funds | — | — | $2.9M | 1.9% | |
| VANGUARD DEVELOPED MKT IDX ADM Registered Investment Company | Common Collective Trusts | — | — | $2.2M | 1.4% | |
| FIDELITY SMALL CAP INDEX Registered Investment Company | Mutual Funds | — | — | $2.0M | 1.3% | |
| PGIM TOTAL RETURN BOND Z Registered Investment Company | Common Stocks | — | — | $1.7M | 1.1% | |
| W T CIT BLACKROCK US DEBT INDEX FD WILMINGTON TRUST, N.A. · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $1.6M | 1.1% | |
| EUROPACIFIC GROWTH FUND R5E Registered Investment Company | Common Stocks | — | — | $1.1M | 0.7% | |
| ARTISAN DEVELOP WORLD INVESTOR Registered Investment Company | Common Stocks | — | — | $1.0M | 0.7% | |
| AMERICAN CENTURY RET 2065 L GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $1.0M | 0.7% | |
| GG CITIII METLIFE GAC25554 CLL Common Collective Trust Fund | Common Collective Trusts | — | — | $1.0M | 0.7% | |
| W TR CIT III FOR METLIFE GAC 25554 WILMINGTON TRUST, N.A. · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $1.0M | 0.7% | |
| JANUS HENDERSON TRITON T Registered Investment Company | Mutual Funds | — | — | $951K | 0.6% | |
| PARTICIPANT LOANS (4.25% - 9.50%) | Bonds / Notes | — | — | $828K | 0.5% | |
| PIMCO RAE PLUS SMALL INSTL Registered Investment Company | Mutual Funds | — | — | $606K | 0.4% | |
| T ROWE PRICE LARGE CAP GRWTH I Registered Investment Company | Mutual Funds | — | — | $509K | 0.3% | |
| PUTNAM LARGE CAP VALUE R6 Registered Investment Company | Mutual Funds | — | — | $298K | 0.2% | |
| PIMCO INCOME INSTITUTIONAL Registered Investment Company | Mutual Funds | — | — | $274K | 0.2% | |
| ALLSPRING SPEC MID CAP VAL R6 Registered Investment Company | Common Stocks | — | — | $93K | <0.1% | |
| INVESCO OPPEN DSCVRY MCP GR R6 Registered Investment Company | Mutual Funds | — | — | $83K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| FISHER INVESTMENTS | 20-2480800 | — | NONE | $29K | — |
| 360 FINANCIAL INC | 41-1823831 | — | NONE | $11K | — |
| SNS FINANCIAL GROUP LLC | 27-1489903 | — | NONE | $5K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $206 | — |
