Natalie Tambon signed Optim Orthopedics, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Optim Orthopedics, LLC's EIN is 47-2413464.
Download the official 2024 Form 5500 (PDF) for Optim Orthopedics, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Optim Orthopedics, LLC'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $38K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MGMT INC. | 94-3106735 | — | BROKER | $101 | — |
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 | |||||
|---|---|---|---|---|---|---|
| FID LARGE CAP GROWTH INDEX | Registered Investment Companies | — | — | $9.2M | 19.8% | |
| BLACKROCK LIFEPATH IDX 2040 S WILMINGTON TRUST RISC · EIN 26-3770208 / PN 151 | Common Collective Trust | — | — | $8.4M | 18.1% | |
| BLACKROCK LIFEPATH IDX 2030 S WILMINGTON TRUST RISC · EIN 26-3770302 / PN 153 | Common Collective Trust | — | — | $5.1M | 11.1% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $4.2M | 9.0% | |
| SCHWAB S&P 500 INDEX FUND | Registered Investment Companies | — | — | $3.2M | 7.0% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $3.1M | 6.6% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $2.8M | 6.0% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $2.3M | 5.0% | |
| BROKERAGE FUND OPTIONS SELF-DIRECTED BROKERAGE ACCT | Self-Directed Brokerage | — | — | $2.3M | 4.9% | |
| FID US BOND IND | Registered Investment Companies | — | — | $1.9M | 4.0% | |
| SCHWAB SMALL CAP INDEX | Registered Investment Companies | — | — | $909K | 2.0% | |
| BLACKROCK LIFEPATH IDX RETIRE WILMINGTON TRUST RISC · EIN 26-3773846 / PN 157 | Common Collective Trust | — | — | $556K | 1.2% | |
| BLACKROCK LIFEPATH IDX 2055 S WILMINGTON TRUST RISC · EIN 46-3302432 / PN 178 | Common Collective Trust | — | — | $408K | 0.9% | |
| VANG HI YLD CORP ADM | Registered Investment Companies | — | — | $405K | 0.9% | |
| BLACKROCK LIFEPATH IDX 2050 S WILMINGTON TRUST RISC · EIN 26-3763061 / PN 149 | Common Collective Trust | — | — | $325K | 0.7% | |
| FID EMERGING MARKETS INDEX | Registered Investment Companies | — | — | $286K | 0.6% | |
| BLACKROCK LIFEPATH IXX 2060 S WILMINGTON TRUST RISC · EIN 47-2700166 / PN 158 | Common Collective Trust | — | — | $199K | 0.4% | |
| BLACKROCK LIFEPATH IDX 2035 S WILMINGTON TRUST RISC · EIN 26-3770263 / PN 152 | Common Collective Trust | — | — | $194K | 0.4% | |
| FIDELITY REAL ESTATE INDEX | Registered Investment Companies | — | — | $92K | 0.2% | |
| FIDELITY SHORT TERM BOND INDEX | Registered Investment Companies | — | — | $81K | 0.2% | |
| BLACKROCK LIFEPATH IDX 2045 S WILMINGTON TRUST RISC · EIN 26-3770058 / PN 150 | Common Collective Trust | — | — | $75K | 0.2% | |
| VAN INT TRM TREAS IDX ADM | Registered Investment Companies | — | — | $73K | 0.2% | |
| VANGUARD TOTAL INTL BD IDX ADM | Registered Investment Companies | — | — | $13K | <0.1% | |
| BLACKROCK LIFEPATH IDX 2025 S WILMINGTON TRUST RISC · EIN 26-3773730 / PN 154 | Common Collective Trust | — | — | $0 | <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 |
|---|---|---|---|---|---|
| ENNIS, PELLUM & ASSOCIATES | 59-1843700 | — | ACCOUNTANT | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HPM PARTNERS, LLC | 35-2467663 | — | INVESTMENT/FINANCIAL ADVI | $9K | — |
