Paul Pappademos signed Advanced Orthopaedic Associates, P.A.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Advanced Orthopaedic Associates, P.A.'s EIN is 48-1253024.
Download the official 2024 Form 5500 (PDF) for Advanced Orthopaedic Associates, P.A. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Advanced Orthopaedic Associates, P.A.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $16K | — |
| JOHN HANCOCK LIFE INSURANCE COMAPNY | 01-0233346 | — | RECORDKEEPER | — | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC |
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 | |||||
|---|---|---|---|---|---|---|
| FIDELITY 500 INDEX FUND Mutual Fund | Common Collective Trusts | — | — | $4.5M | 16.6% | |
| RETPILOT AMERI FDS 2030 CL R1 GREAT GRAY TRUST COMPANY · EIN 38-7304142 / PN 001 | Common Collective Trust | — | — | $4.2M | 15.7% | |
| T ROWE PRICE SCI & TECH I FD Mutual Fund | Mutual Funds | — | — | $2.0M | 7.3% | |
| RETPILOT AMERI FDS 2035 CL R1 GREAT GRAY TRUST COMPANY · EIN 38-7304143 / PN 001 | Common Collective Trust | — | — | $2.0M | 7.3% | |
| RETPILOT AMERI FDS 2010 CL R1 GREAT GRAY TRUST COMPANY · EIN 38-7304138 / PN 001 | Common Collective Trust | — | — | $1.8M | 6.6% | |
| RETPILOT AMERI FDS 2040 CL R1 GREAT GRAY TRUST COMPANY · EIN 38-7304144 / PN 001 | Common Collective Trust | — | — | $1.6M | 5.9% | |
| FID LC GR INDEX FUND Mutual Fund | Common Collective Trusts | — | — | $1.5M | 5.5% | |
| REPILOT AMERI FDS 2045 CL R1 GREAT GRAY TRUST COMPANY · EIN 38-7304145 / PN 001 | Common Collective Trust | — | — | $1.2M | 4.5% | |
| T.ROWE PRICE BL CHIP GR I FD Mutual Fund | Other securities | — | — | $977K | 3.6% | |
| RETPILOT AMERI FDS 2050 CL R1 GREAT GRAY TRUST COMPANY · EIN 38-7304146 / PN 001 | Common Collective Trust | — | — | $899K | 3.3% | |
| RETPILOT AMERI FDS 2025 CL R1 GREAT GRAY TRUST COMPANY · EIN 38-7304141 / PN 001 | Common Collective Trust | — | — | $776K | 2.9% | |
| FIDELITY SM CAP INDEX FUND Mutual Fund | Common Collective Trusts | — | — | $639K | 2.4% | |
| VICTORY RS GLOBAL R6 FUND Mutual Fund | Other securities | — | — | $587K | 2.2% | |
| T. ROWE PRICE HLTH SCI I FD Mutual Fund | Other securities | — | — | $484K | 1.8% | |
| AVANTIS US SM CAP VAL INST FD Mutual Fund | Other securities | — | — | $286K | 1.1% | |
| ISHARES MSCI EAFE INT IDX K FD Mutual Fund | Common Collective Trusts | — | — | $269K | 1.0% | |
| JOHN HANCOCK DISC VL R6 FUND Mutual Fund | Other securities | — | — | $243K | 0.9% | |
| RETPILOT AMERI FDS 2055 CL R1 GREAT GRAY TRUST COMPANY · EIN 38-7304147 / PN 001 | Common Collective Trust | — | — | $203K | 0.8% | |
| RETPILOT AMERI FDS 2020 CL R1 GREAT GRAY TRUST COMPANY · EIN 38-7304140 / PN 001 | Common Collective Trust | — | — | $189K | 0.7% | |
| PUTNAM SM CAP GROWTH R6 FUND Mutual Fund | Mutual Funds | — | — | $177K | 0.7% | |
| FIRST EAGLE GOLD R6 FUND Mutual Fund | Other securities | — | — | $152K | 0.6% | |
| FIDELITY MID CAP VAL IDX FD Mutual Fund | Common Collective Trusts | — | — | $148K | 0.5% | |
| AM FDS EUROPACIFIC GRTH R6 FD Mutual Fund | Other securities | — | — | $122K | 0.5% | |
| T. ROWE PR FIN SRVCS I FUND Mutual Fund | Other securities | — | — | $110K | 0.4% | |
| RETPILOT AMERI FDS 2060 CL R1 GREAT GRAY TRUST COMPANY · EIN 38-7304148 / PN 001 | Common Collective Trust | — | — | $77K | 0.3% | |
| DFA EMERGING MARKETS VAL I FD Mutual Fund | Mutual Funds | — | — | $73K | 0.3% | |
| FIDELITY ADV TOTAL BOND Z FD Mutual Fund | Mutual Funds | — | — | $63K | 0.2% | |
| AM FND INV COM OF AM R6 FUND Mutual Fund | Common Stocks | — | — | $56K | 0.2% | |
| AM FNDS CAP INC BUILDER R6 FD Mutual Fund | Common Stocks | — | — | $45K | 0.2% | |
| RETPILOT AMERI FDS 2015 CL R1 GREAT GRAY TRUST COMPANY · EIN 38-7304139 / PN 001 | Common Collective Trust | — | — | $44K | 0.2% | |
| FED HERMES MID-CAP IDX R6 FUND Mutual Fund | Common Collective Trusts | — | — | $37K | 0.1% | |
| PIMCO GLBL BD (USD-HDG) I FD Mutual Fund | Mutual Funds | — | — | $24K | <0.1% | |
| JOHN HANCOCK DSC VAL INTL R6 Mutual Fund | Other securities | — | — | $21K | <0.1% | |
| T. ROWE PRICE EQ INC I FUND Mutual Fund | Common Stocks | — | — | $19K | <0.1% | |
| RETPILOT AMERI FDS 2065 CL R1 GREAT GRAY TRUST COMPANY · EIN 38-7304149 / PN 001 | Common Collective Trust | — | — | $9K | <0.1% | |
| FIDELITY ADVISOR ENERGY Z FUND Mutual Fund | Mutual Funds | — | — | $7K | <0.1% | |
| TOTAL STOCK MARKET INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| T ROWE PRICE SHORT TERM BOND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FUNDS 2055 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FUNDS 2050 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FUNDS 2045 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FUNDS EUROPAC GROWTH JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FUNDS FUNDAMENTAL INV JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AF THE GROWTH FUND OF AMERICA JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| INVESTMENT COMPANY OF AMERICA JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| WASHINGTON MUTUAL INVESTORS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| BLUE CHIP GROWTH FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| CAPITAL APPRECIATION FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| EQUITY INCOME FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| FIDELITY ADV LEVERAGED CO STK JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 51-0120742 |
| — |
| INVESTMENT ADVISORY |
| $0 |
| — |
