Jennifer Stewart signed Precision Spine Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Precision Spine Inc.'s EIN is 45-5079087.
Download the official 2024 Form 5500 (PDF) for Precision Spine Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Precision Spine Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GUARANTY PRIVATE WEALTH LLC | 64-0913819 | — | NONE | $32K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $9.5M | 92.1% | |
| Wilmington Trust Idx+ Mod 2035 R1 | Common Collective Trusts | — | — | $3.2M | 30.8% | |
| Wilmington Trust Idx+ Mod Ret R1 | Common Collective Trusts | — | — | $1.8M | 17.8% | |
| Wilmington Trust Idx+ Mod 2045 R1 | Common Collective Trusts | — | — | $1.3M | 12.3% | |
| Wilmington Trust Idx+ Mod 2055 R1 | Common Collective Trusts | — | — | $627K | 6.1% | |
| PARTICIPANTS LOANS 5.25% TO 5.25% 0 | Bonds / Notes | — | — | $550K | 5.3% | |
| through December 2029 - | Other securities | — | — | $550K | 5.3% | |
| T Rowe Price Bluechip Grth I | Mutual Funds | — | — | $468K | 4.5% | |
| JP Morgan Mid Cap Growth R6 | Other securities | — | — | $402K | 3.9% | |
| Nuveen Lgcapgrth Indx Instl | Mutual Funds | — | — | $283K | 2.7% | |
| NUVEEN LARGE CAP GR IDX R6 MUTUAL FUND SHARES 0 | Common Collective Trusts | — | — | $283K | 2.7% | |
| American United Life Ins. Co. Stable Value Account | Stable Value | — | — | $263K | 2.5% | |
| MFS Technology R6 | Mutual Funds | — | — | $239K | 2.3% | |
| Vanguard 500 Index Adm | Common Collective Trusts | — | — | $214K | 2.1% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | — | $191K | 1.8% | |
| Vanguard Smcap Grth Idx Adm | Common Collective Trusts | — | — | $148K | 1.4% | |
| Wilmington Trust Idx+ Agg 2035 R1 | Common Collective Trusts | — | — | $126K | 1.2% | |
| FEDERATED FED HER MDT SM CAP GR R6 MUTUAL FUND SHARES 0 | Other securities | — | — | $112K | 1.1% | |
| Wilmington Trust Idx+ Agg 2045 R1 | Common Collective Trusts | — | — | $80K | 0.8% | |
| Vanguard Health Care Adm | Mutual Funds | — | — | $61K | 0.6% | |
| Vanguard High-Yield Corp Adm | Mutual Funds | — | — | $39K | 0.4% | |
| Vanguard Mid Cap Index Adm | Mutual Funds | — | — | $39K | 0.4% | |
| Vanguard Value Index Adm | Mutual Funds | — | — | $32K | 0.3% | |
| Vanguard Energy Adm | Mutual Funds | — | — | $31K | 0.3% | |
| American Funds Europac Grth R6 | Mutual Funds | — | — | $25K | 0.2% | |
| Vanguard International Stock Idx | Common Collective Trusts | — | — | $21K | 0.2% | |
| Vanguard Selected Value Inv | Mutual Funds | — | — | $19K | 0.2% | |
| DFA Emerging Markets I | Mutual Funds | — | — | $14K | 0.1% | |
| Wilmington Trust Idx+ Agg Ret R1 | Common Collective Trusts | — | — | $12K | 0.1% | |
| DFA US Targeted Val | Mutual Funds | — | — | $10K | <0.1% | |
| Vanguard Int. Term Investment-Grade | Mutual Funds | — | — | $10K | <0.1% | |
| JP Morgan Government Bond R6 | U.S. Treasuries | — | — | $10K | <0.1% | |
| American Funds Fundamental Invs R6 | Mutual Funds | — | — | $6K | <0.1% | |
| Franklin Templeton Foreign R6 | Mutual Funds | — | — | $5K | <0.1% | |
| Nuveen Real Estate Secs R6 | Mutual Funds | — | — | $4K | <0.1% | |
| Goldman Sachs Lgcapval Insight R6 | Other securities | — | — | $4K | <0.1% | |
| Wilmington Trust Idx+ Agg 2055 R1 | Common Collective Trusts | — | — | $2K | <0.1% |
