Jeremy Warren signed Orthowest, P.C.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Orthowest, P.C.'s EIN is 47-0845955.
Download the official 2024 Form 5500 (PDF) for Orthowest, P.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Orthowest, P.C.'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).
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER LIFE & ANNUITY INS CO | — | GREENWOOD VILLAGE, CO | RECORDK KEEPER | $14K | — |
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.
| % of plan | |||
|---|---|---|---|
| JPMCB SMARTRETIREMENT PASV BLND 205 JP MORGAN FUNDS · EIN 26-1165477 / PN 001 | Common Collective Trust | $0 | — |
| JPMCB SMARTRETIREMENT PASV BLND 206 JP MORGAN FUNDS · EIN 81-3239155 / PN 001 | Common Collective Trust | $0 | — |
| JPMCB SMARTRETIREMENT PASV BLND INC JP MORGAN FUNDS · EIN 26-1164871 / PN 001 | Common Collective Trust | $0 | — |
| JPMCB SMARTRETIREMENT PASV BLND 202 JP MORGAN FUNDS · EIN 26-1165154 / PN 001 | Common Collective Trust | $0 | — |
| JPMCB SMARTRETIREMENT PASV BLND 204 JP MORGAN FUNDS · EIN 26-1165392 / PN 001 | Common Collective Trust | $0 | — |
| JPMCB SMARTRETIREMENT PASV BLND 203 JP MORGAN FUNDS · EIN 26-1165348 / PN 001 | Common Collective Trust | $0 | — |
| JPMCB SMARTRETIREMENT PASV BLND 205 JP MORGAN FUNDS · EIN 45-5590883 / PN 001 | Common Collective Trust | $0 | — |
| JPMCB SMARTRETIREMENT PASV BLND 203 JP MORGAN FUNDS · EIN 26-1165198 / PN 001 | Common Collective Trust | $0 | — |
| EMERGING MARKETS FUND CLASS R1 GREAT GRAY · EIN 86-1819869 / PN 672 | Common Collective Trust | $0 | — |
| SMALL CAP GROWTH FUND II FEE CLASS GREAT GRAY · EIN 38-4126288 / PN 592 | Common Collective Trust | $0 | — |
| JPMCB SMARTRETIREMENT PASV BLND 204 JP MORGAN FUNDS · EIN 26-1165449 / PN 001 | Common Collective Trust | $0 | — |
| JPMCB SMARTRETIREMENT PASV BLND 202 JP MORGAN FUNDS · EIN 26-1165037 / PN 001 | Common Collective Trust | $0 | — |
