JAN Graham signed DES Moines Orthopaedic Surgeons, P.C.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
DES Moines Orthopaedic Surgeons, P.C.'s EIN is 42-0984558.
Download the official 2024 Form 5500 (PDF) for DES Moines Orthopaedic Surgeons, P.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)DES Moines Orthopaedic Surgeons, P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.
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 | $31K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $5K | — |
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 | |||||
|---|---|---|---|---|---|---|
| NT S&P 500 IDX NL 4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 002 | Common Collective Trust | — | — | $17.5M | 18.9% | |
| Fidelity * Self Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $11.3M | 12.2% | |
| MFS MID CAP VALUE CT GREAT GRAY TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $9.1M | 9.8% | |
| MFS Large Cap Value CT | Mutual Funds | — | — | $8.8M | 9.5% | |
| MODERATE MAP GREAT GRAY TRUST COMPANY · EIN 46-3768480 / PN 182 | Common Collective Trust | — | — | $6.9M | 7.4% | |
| GG EUROPAC GROWTH CT WILMINGTON TRUST COLLECTIVE INVESTMENT TRUST · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $5.8M | 6.2% | |
| Northern Trust Company Northern Trust Collective Extended Equity Market Index NL 4 | Common Collective Trusts | — | — | $5.7M | 6.1% | |
| NT EXT MKT IDX NL 4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 110 | Common Collective Trust | — | — | $5.7M | 6.1% | |
| SEI Trust Company Galliard Stable Return Fund E | Common Stocks | — | — | $4.1M | 4.5% | |
| GALLIARD STBLE RTN E WELLS FARGO BANK, N.A. · EIN 52-2250951 / PN 001 | Common Collective Trust | — | — | $4.1M | 4.5% | |
| Allspring Special Small Cap Value Fund R6 | Other securities | — | — | $4.1M | 4.4% | |
| Northern Trust Company Northern Trust Aggregate Bond Index NL 4 | Common Stocks | — | — | $3.8M | 4.1% | |
| NT AGGR BD IDX NL 4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 088 | Common Collective Trust | — | — | $3.8M | 4.1% | |
| Northern Trust Company Northern Trust Collective All Country World EX-US Investable Market Index Fund 4 | Common Collective Trusts | — | — | $2.5M | 2.7% | |
| NT ACWI EX US IMI 4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 223 | Common Collective Trust | — | — | $2.5M | 2.7% | |
| Fidelity * Fidelity Government Money Market K6 | Mutual Funds | — | — | $2.4M | 2.5% | |
| Blackrock Total Return Fund K | Other securities | — | — | $2.1M | 2.2% | |
| JP Morgan JP Morgan Large Cap Growth Fund R6 | Other securities | — | — | $2.1M | 2.2% | |
| T. Rowe Price T. Rowe Price Retirement 2040 Class K | Other securities | — | — | $1.7M | 1.9% | |
| TRP RETIRE 2040 K T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $1.7M | 1.9% | |
| AGGRESSIVE MAP GREAT GRAY TRUST COMPANY · EIN 46-3787800 / PN 184 | Common Collective Trust | — | — | $1.4M | 1.5% | |
| T. Rowe Price T. Rowe Price Retirement 2030 Class K | Other securities | — | — | $1.3M | 1.4% | |
| TRP RETIRE 2030 K T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $1.3M | 1.4% | |
| T. Rowe Price T. Rowe Price Retirement 2035 Class K | Other securities | — | — | $1.3M | 1.4% | |
| TRP RETIRE 2035 K T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $1.3M | 1.4% | |
| T. Rowe Price T. Rowe Price Retirement 2045 Class K | Other securities | — | — | $1.3M | 1.4% | |
| TRP RETIRE 2045 K T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $1.3M | 1.4% | |
| T. Rowe Price T. Rowe Price Retirement 2025 Class K | Other securities | — | — | $1.3M | 1.4% | |
| TRP RETIRE 2025 K T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $1.3M | 1.4% | |
| T. Rowe Price T. Rowe Price Retirement 2055 Class K | Other securities | — | — | $953K | 1.0% | |
| TRP RETIRE 2055 K T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $953K | 1.0% | |
| T. Rowe Price T. Rowe Price Retirement 2050 Class K | Other securities | — | — | $892K | 1.0% | |
| TRP RETIRE 2050 K T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $892K | 1.0% | |
| GROWTH MAP GREAT GRAY TRUST COMPANY · EIN 46-3773972 / PN 183 | Common Collective Trust | — | — | $645K | 0.7% | |
| T. Rowe Price T. Rowe Price Retirement 2060 Class K | Other securities | — | — | $611K | 0.7% | |
| TRP RETIRE 2060 K T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $611K | 0.7% | |
| Fidelity * Self Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $319K | 0.3% | |
| MFS Mid Cap Value Fund CT | Mutual Funds | — | — | $307K | 0.3% | |
| maturing from January 2025 to November 2034 | Other securities | — | — | $303K | 0.3% | |
| Principal Small Cap Growth Fund I R6 | Other securities | — | — | $220K | 0.2% | |
| T. Rowe Price T. Rowe Price Retirement 2065 Class K | Other securities | — | — | $177K | 0.2% | |
| TRP RETIRE 2065 K T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $177K | 0.2% | |
| MFS MID CP GROWTH CT GREAT GRAY TRUST COMPANY · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $98K | 0.1% | |
| T. Rowe Price T. Rowe Price Retirement 2020 Class K | Other securities | — | — | $22K | <0.1% | |
| TRP RETIRE 2020 K T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $22K | <0.1% | |
| INCOME MAP GREAT GRAY TRUST COMPANY · EIN 46-3745190 / PN 180 | Common Collective Trust | — | — | $1K | <0.1% | |
| CONSERVATIVE MAP GREAT GRAY TRUST COMPANY · EIN 46-3750663 / PN 181 | Common Collective Trust | — | — | $605 | <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 |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | PLAN ADMINISTRATOR | $91K | — |
