Laura O'TUEl signed Surgical Information Systems, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Surgical Information Systems, LLC's EIN is 58-2535467.
Download the official 2024 Form 5500 (PDF) for Surgical Information Systems, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Surgical Information Systems, LLC's plan includes profit-sharing, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $55K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity FDM Index 2035 IPR Mutual Fund | Mutual Funds | — | — | $4.7M | 13.0% | |
| Fidelity 500 Index Mutual Fund | Common Collective Trusts | — | — | $4.6M | 12.6% | |
| Fidelity FDM Index 2040 IPR Mutual Fund | Mutual Funds | — | — | $4.5M | 12.6% | |
| Fidelity FDM Index 2045 IPR Mutual Fund | Mutual Funds | — | — | $2.7M | 7.4% | |
| Fidelity FDM Index 2050 IPR Mutual Fund | Mutual Funds | — | — | $2.2M | 6.2% | |
| Fidelity FDM Index 2055 IPR Mutual Fund | Mutual Funds | — | — | $2.1M | 5.8% | |
| Fidelity FDM Index 2025 IPR Mutual Fund | Mutual Funds | — | — | $2.0M | 5.6% | |
| Fidelity Government Money * Market Mutual Fund | Mutual Funds | — | — | $1.5M | 4.1% | |
| Fidelity FDM Index 2030 IPR Mutual Fund | Mutual Funds | — | — | $1.5M | 4.1% | |
| Fidelity Blue Chip GR K6 Mutual Fund | Mutual Funds | — | — | $1.5M | 4.1% | |
| Fidelity Extended Market Index Mutual Fund | Mutual Funds | — | — | $1.2M | 3.3% | |
| Blackrock Tech OP1 Mutual Fund | Other securities | — | — | $779K | 2.2% | |
| Fidelity FDM Index 2060 IPR Mutual Fund | Mutual Funds | — | — | $759K | 2.1% | |
| Fidelity Small Cap Index Mutual Fund | Mutual Funds | — | — | $748K | 2.1% | |
| Fidelity US Bond Index Mutual Fund | Mutual Funds | — | — | $686K | 1.9% | |
| Fidelity SEL Healthcare Mutual Fund | Mutual Funds | — | — | $615K | 1.7% | |
| Fidelity FDM Index 2015 IPR Mutual Fund 683 * Fidelity FDM Index 2020 IPR Mutual Fund | Mutual Funds | — | — | $567K | 1.6% | |
| Preliminary & Tentative* Fidelity International Index Mutual Fund | Mutual Funds | — | — | $552K | 1.5% | |
| maturities ranging from March 2025 through December 2029 | Other securities | — | — | $454K | 1.3% | |
| Fidelity FDM Index 2065 IPR Mutual Fund | Mutual Funds | — | — | $425K | 1.2% | |
| PIMCO Income Interest Mutual Fund | Mutual Funds | — | — | $269K | 0.7% | |
| Janus Henderson Triton Y Mutual Fund | Mutual Funds | — | — | $246K | 0.7% | |
| Columbia Dividend Inc 12 Mutual Fund | Common Stocks | — | — | $217K | 0.6% | |
| PGIM High Yield Z Mutual Fund | Other securities | — | — | $210K | 0.6% | |
| Cohen and Steers Rlty Mutual Fund | Other securities | — | — | $176K | 0.5% | |
| Fidelity Emerging Market Index Mutual Fund | Mutual Funds | — | — | $170K | 0.5% | |
| Carillon Eagle Mid Cap GR1 Mutual Fund | Other securities | — | — | $151K | 0.4% | |
| PIMCO RAE US SM I Mutual Fund | Mutual Funds | — | — | $119K | 0.3% | |
| Fidelity International Cap APPR * K6 Mutual Fund | Mutual Funds | — | — | $84K | 0.2% | |
| Fidelity FDM Index 2010 IPR Mutual Fund | Mutual Funds | — | — | $35K | <0.1% | |
| Fidelity FDM Index Income IPR Mutual Fund | Mutual Funds | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
