Allison Farmer signed Emergeortho, P.A.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Emergeortho, P.A.'s EIN is 56-1079264.
Download the official 2024 Form 5500 (PDF) for Emergeortho, P.A. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Emergeortho, P.A.'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 |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $122K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORVIS | 44-0160260 | — | NONE | $44K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund Institutional Shares | Common Collective Trusts | — | — | $28.8M | 13.4% | |
| VFTC TARGET RETIREMENT 2030 TRST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $26.2M | 12.3% | |
| VFTC TARGET RETIREMENT 2040 TRST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $22.8M | 10.7% | |
| VFTC TARGET RETIREMENT 2035 TRST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $21.6M | 10.1% | |
| VFTC TARGET RETIREMENT 2045 TRST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $13.8M | 6.5% | |
| VFTC TARGET RETIREMENT 2050 TRST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $12.4M | 5.8% | |
| VFTC TARGET RETIREMENT 2025 TRST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $11.8M | 5.5% | |
| VFTC TARGET RETIREMENT 2055 TRST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $6.7M | 3.1% | |
| Vanguard Total Bond Market Index Fund Admiral Shares | Common Collective Trusts | — | — | $6.2M | 2.9% | |
| Dodge & Cox Stock Fund Class I | Mutual Funds | — | — | $5.8M | 2.7% | |
| Vanguard Small Cap Index Fund Admiral Shares | Common Collective Trusts | — | — | $5.6M | 2.6% | |
| Vanguard Mid-Cap Index Fund Admiral Shares | Common Collective Trusts | — | — | $5.0M | 2.4% | |
| Vanguard Self-Directed Brokerage Fund | Self-Directed Brokerage | — | — | $4.9M | 2.3% | |
| Vanguard PRIMECAP Fund Admiral Shares | Mutual Funds | — | — | $4.9M | 2.3% | |
| Vanguard Balanced Index Fund Admiral Shares | Common Collective Trusts | — | — | $4.8M | 2.2% | |
| Vanguard Total International Stock Index Fund Admiral Shares | Common Collective Trusts | — | — | $4.5M | 2.1% | |
| Vanguard Federal Money Market Fund | Mutual Funds | — | — | $4.5M | 2.1% | |
| VFTC TARGET RETIREMENT 2020 TRST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $4.2M | 2.0% | |
| VFTC TARGET RETIREMENT 2060 TRST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $3.4M | 1.6% | |
| Vanguard Total World Stock Index Fund Admiral Shares | Common Collective Trusts | — | — | $2.8M | 1.3% | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | Common Collective Trusts | — | — | $2.1M | 1.0% | |
| Vanguard Intermediate-Term Investment-Grade Fund Admiral Shares | Mutual Funds | — | — | $1.9M | 0.9% | |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares | Common Collective Trusts | — | — | $1.4M | 0.6% | |
| Vanguard Total International Bond Index Fund Admiral Shares | Common Collective Trusts | — | — | $1.2M | 0.5% | |
| Vanguard Real Estate Index Fund Admiral Shares | Common Collective Trusts | — | — | $1.1M | 0.5% | |
| Vanguard Short-Term Bond Index Fund Admiral Shares | Common Collective Trusts | — | — | $1.1M | 0.5% | |
| Vanguard Target Retirement Income and Growth Trust II 99 * Participant Loans** Interest Rates (3.25% - 9.25%) | Mutual Funds | — | — | $1.0M | 0.5% | |
| Hartford Small Cap Growth Fund Class Y | Other securities | — | — | $1.0M | 0.5% | |
| Oakmark International Fund Investor Class | Other securities | — | — | $912K | 0.4% | |
| VFTC TARGET RETIREMENT INCOME TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $766K | 0.4% | |
| VFTC TARGET RETIREMENT 2065 TRST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $322K | 0.2% | |
| Vanguard Inflation-Protected Securities Fund Admiral Shares | Mutual Funds | — | — | $58K | <0.1% | |
| VFTC TARGET RETIREMENT 2070 TRST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $7K | <0.1% | |
| VFTC TARGET RET INC & GROWTH TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-6420194 / PN 001 | Common Collective Trust | — | — | $99 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
