Matt Oliver signed Oliver Stanbery Orthopedics, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Oliver Stanbery Orthopedics, LLC's EIN is 47-4913914.
Download the official 2024 Form 5500 (PDF) for Oliver Stanbery Orthopedics, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Oliver Stanbery Orthopedics, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
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 | $1K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $10.0M | 98.4% | |
| American United Life Ins. Co. Nuveen Lifecycle Index 2050 | Mutual Funds | — | — | $2.0M | 19.6% | |
| American United Life Ins. Co. Nuveen Lifecycle Index 2045 | Mutual Funds | — | — | $1.6M | 15.7% | |
| American United Life Ins. Co. Fidelity 500 Index | Common Collective Trusts | — | — | $1.1M | 11.2% | |
| American United Life Ins. Co. Nuveen Lifecycle Index 2035 | Mutual Funds | — | — | $954K | 9.4% | |
| American United Life Ins. Co. Nuveen Lifecycle Index 2040 | Mutual Funds | — | — | $880K | 8.6% | |
| American United Life Ins. Co. Nuveen Lifecycle Index 2060 | Mutual Funds | — | — | $458K | 4.5% | |
| American United Life Ins. Co. Nuveen Lifecycle Index 2065 | Mutual Funds | — | — | $444K | 4.4% | |
| American United Life Ins. Co. Nuveen Lifecycle Index 2055 | Mutual Funds | — | — | $328K | 3.2% | |
| American United Life Ins. Co. MFS Growth R6 | Mutual Funds | — | — | $287K | 2.8% | |
| American United Life Ins. Co. MFS International Growth R6 | Mutual Funds | — | — | $256K | 2.5% | |
| American United Life Ins. Co. JP Morgan Small Cap Growth R6 | Common Stocks | — | — | $248K | 2.4% | |
| American United Life Ins. Co. MFS Mid Cap Growth R6 | Mutual Funds | — | — | $197K | 1.9% | |
| American United Life Ins. Co. Allspring Special Small Cap Value R6 | Common Stocks | — | — | $179K | 1.8% | |
| American United Life Ins. Co. Fidelity Mid Cap Index | Mutual Funds | — | — | $168K | 1.6% | |
| American United Life Ins. Co. Nuveen Lifecycle Index 2030 | Mutual Funds | — | — | $157K | 1.5% | |
| Investment contract - * American United Life Ins. Co. Stable Value Account | Stable Value | — | — | $149K | 1.5% | |
| American United Life Ins. Co. Goldman Sachs Emerging Markets Equity R6 | Common Stocks | — | — | $133K | 1.3% | |
| American United Life Ins. Co. PGIM Total Return Bond R6 | Common Stocks | — | — | $132K | 1.3% | |
| American United Life Ins. Co. Hartford Dividend and Growth R6 | Common Stocks | — | — | $115K | 1.1% | |
| American United Life Ins. Co. Janus Henderson Global Equity Income | Mutual Funds | — | — | $99K | 1.0% | |
| American United Life Ins. Co. Nuveen International Equity Index R6 | Common Collective Trusts | — | — | $96K | 0.9% | |
| American United Life Ins. Co. Virtus Ceredex Mid Cap Value Equity R6 | Common Stocks | — | — | $82K | 0.8% | |
| American United Life Ins. Co. Thornburg Limited Term Income R6 | Common Stocks | — | — | $56K | 0.5% | |
| 9.50%, maturing in September 2029 - | Bonds / Notes | — | — | $15K | 0.2% | |
| American United Life Ins. Co. MFS Global Real Estate R6 | Mutual Funds | — | — | $14K | 0.1% | |
| American United Life Ins. Co. Nuveen Lifecycle Index 2025 | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
