Blue Ridge Orthopaedic Associates, P.C.'s EIN is 54-1048105.
Download the official 2024 Form 5500 (PDF) for Blue Ridge Orthopaedic Associates, P.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Blue Ridge Orthopaedic Associates, P.C.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window, 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 | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD D JONES AND CO | 43-0345811 | — | NONE | $0 | — |
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 | — | — | $29.2M | 82.4% | |
| Nuveen Lifecycle Index 2035 R6 " | Mutual Funds | — | — | $5.2M | 14.5% | |
| Schwab Account Self-directed brokerage account | Self-Directed Brokerage | — | — | $4.8M | 13.5% | |
| JPMorgan Large Cap Growth R6 " | Other securities | — | — | $3.4M | 9.7% | |
| Nuveen Lifecycle Index 2050 R6 " | Mutual Funds | — | — | $2.1M | 6.0% | |
| Nuveen Lifecycle Index 2030 R6 " | Mutual Funds | — | — | $2.0M | 5.5% | |
| Nuveen Lifecycle Index 2045 R6 " | Mutual Funds | — | — | $1.4M | 4.0% | |
| Nuveen Large Cap Growth Index R6 " | Mutual Funds | — | — | $1.3M | 3.7% | |
| MFS Growth R6 " | Mutual Funds | — | — | $1.2M | 3.4% | |
| Nuveen Lifecycle Index 2025 R6 " | Mutual Funds | — | — | $1.2M | 3.4% | |
| PGIM Total Return Bond R6 " | Other securities | — | — | $786K | 2.2% | |
| Nuveen Lifecycle Index 2055 R6 " | Mutual Funds | — | — | $733K | 2.1% | |
| Vanguard International Growth Adm " | Mutual Funds | — | — | $716K | 2.0% | |
| Nuveen Large Cap Value Idx R6 " | Common Collective Trusts | — | — | $711K | 2.0% | |
| Amerifunds New Perspective R6 " | Other securities | — | — | $681K | 1.9% | |
| AUL Stable Value Account Guaranteed investment contract (FBR) | Stable Value | — | — | $622K | 1.8% | |
| Vanguard Mid Cap Index Adm " | Mutual Funds | — | — | $593K | 1.7% | |
| Vanguard 500 Index Adm " | Common Collective Trusts | — | — | $573K | 1.6% | |
| Columbia Integrated Large Cap Growth Inst 3 " | Other securities | — | — | $528K | 1.5% | |
| PGIM High-Yield R6 " | Other securities | — | — | $498K | 1.4% | |
| Amerifunds American Balanced R6 " | Other securities | — | — | $462K | 1.3% | |
| MFS Value R6 " | Mutual Funds | — | — | $417K | 1.2% | |
| Nuveen Bond Index R6 " | Mutual Funds | — | — | $393K | 1.1% | |
| Vanguard Smcap Grth Index Adm " | Mutual Funds | — | — | $392K | 1.1% | |
| Ishares Russell2000 Small Cap Index K " | Other securities | — | — | $358K | 1.0% | |
| TRowePrice Equity Income I " | Other securities | — | — | $357K | 1.0% | |
| Nuveen Lifecycle Index 2040 R6 " | Mutual Funds | — | — | $337K | 0.9% | |
| TRowePrice Return 2035 I " | Other securities | — | — | $325K | 0.9% | |
| Nuveen Lifecycle Index 2015 R6 " ** 231 * Nuveen Lifecycle Index 2020 R6 " | Mutual Funds | — | — | $298K | 0.8% | |
| Participant Loans (4.25% - 9.50%) - | Bonds / Notes | — | — | $295K | 0.8% | |
| PIMCO Total Return Instl " | Mutual Funds | — | — | $269K | 0.8% | |
| DFA US Targeted Value I " | Mutual Funds | — | — | $242K | 0.7% | |
| Invesco International SmMid CO R6 " | Mutual Funds | — | — | $240K | 0.7% | |
| Nuveen International Equity Index R6 " | Common Collective Trusts | — | — | $219K | 0.6% | |
| Amerifunds New World R6 " | Other securities | — | — | $160K | 0.5% | |
| Nuveen Lifecycle Index 2060 R6 " | Mutual Funds | — | — | $160K | 0.4% | |
| AB Discovery Growth Z " | Other securities | — | — | $114K | 0.3% | |
| TRowePrice Return 2010 I " | Other securities | — | — | $110K | 0.3% | |
| TRowePrice Return 2025 I " | Other securities | — | — | $86K | 0.2% | |
| Pioneer Sel Mid Cap Growth K " | Other securities | — | — | $80K | 0.2% | |
| Vanguard Emerging Markets Stock Index Adm " | Mutual Funds | — | — | $71K | 0.2% | |
| Goldmansachs Midcap Val R6 " | Other securities | — | — | $63K | 0.2% | |
| Lord Abbett Bond Debenture R6 " | U.S. Treasuries | — | — | $61K | 0.2% | |
| MFS International Growth R6 " | Mutual Funds | — | — | $57K | 0.2% | |
| TRowePrice Return 2055 I " | Other securities | — | — | $57K | 0.2% | |
| Nuveen Lifecycle Index 2065 R6 " | Mutual Funds | — | — | $50K | 0.1% | |
| Amerifunds Europacific Growth R6 " | Other securities | — | — | $35K | <0.1% | |
| DWS RREF Real Estate Sec R6 " | Other securities | — | — | $29K | <0.1% | |
| TRowePrice Return 2040 I Pooled separate account | Pooled Separate Accounts | — | — | $18K | <0.1% | |
| Amercent Midcap Val R6 " | Other securities | — | — | $16K | <0.1% |
