Craig Bennett signed The Center for BONE and Joint Disease, P.A.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Center for BONE and Joint Disease, P.A.'s EIN is 59-1559073.
Download the official 2024 Form 5500 (PDF) for The Center for BONE and Joint Disease, P.A. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Center for BONE and Joint Disease, P.A.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | CUSTODIAN | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLINGTON CONSULTING SERVICES, INC | 54-1620949 | CHANTILLY, VA | INVESTMENT ADVISOR | $21K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Charles Schwab Total Stock MKT | Mutual Funds | — | — | $4.5M | 28.7% | |
| Charles Schwab S&P 500 Index FD | Common Collective Trusts | — | — | $3.3M | 21.0% | |
| Charles Schwab US Aggregate Bond | Mutual Funds | — | — | $1.4M | 8.6% | |
| Charles Schwab Value Advantage | Mutual Funds | — | — | $1.0M | 6.4% | |
| Charles Schwab Intl Index Fund | Common Collective Trusts | — | — | $811K | 5.1% | |
| Charles Schwab Short-term bond | Mutual Funds | — | — | $796K | 5.0% | |
| Charles Schwab Small Cap Index | Mutual Funds | — | — | $685K | 4.3% | |
| Charles Schwab Fundamental Emer | Mutual Funds | — | — | $611K | 3.9% | |
| Money Market Funds * Charles Schwab Money Fund | Mutual Funds | — | — | $504K | 3.2% | |
| Shares of Registered Investment Companies Cohen & Steers Cohen & Steers Realty | Other securities | — | — | $415K | 2.6% | |
| USAA Ultra Short-Term Bond Fund 536 Certificates of Deposit Live Oak Banking Co, 4% YTM, Live Oak Bank Matures 1/22/2026 | Bonds / Notes | — | — | $250K | 1.6% | |
| Morgan Stanely Bank, 4% YTM, Morgan Stanley Matures 10/16/2025 | Bonds / Notes | — | — | $250K | 1.6% | |
| UBS 10/16/2026 | Other securities | — | — | $250K | 1.6% | |
| The Piedmont Matures 7/11/2025 | Other securities | — | — | $209K | 1.3% | |
| Charles Schwab US Large Cap Gro | Mutual Funds | — | — | $59K | 0.4% | |
| DFA Five Year Global | Mutual Funds | — | — | $42K | 0.3% | |
| INS 10/17/2025 | Other securities | — | — | $30K | 0.2% | |
| DFA International Value | Mutual Funds | — | — | $30K | 0.2% | |
| DFA One Year Fixed | Mutual Funds | — | — | $24K | 0.2% | |
| DFA US Large Cap | Mutual Funds | — | — | $19K | 0.1% | |
| DFA US Core Equity 1 | Mutual Funds | — | — | $10K | <0.1% | |
| DFA Real Estate Sec | Mutual Funds | — | — | $8K | <0.1% | |
| Charles Schwab Global Real Estate | Mutual Funds | — | — | $7K | <0.1% | |
| ClearBridge Appreciation A | Other securities | — | — | $6K | <0.1% | |
| Invesco Eqty and Incm CL | Mutual Funds | — | — | $5K | <0.1% | |
| DFA Sustainable AD 612 ClearBridge Aggressive G | Mutual Funds | — | — | $4K | <0.1% | |
| Invesco Comstock A | Mutual Funds | — | — | $3K | <0.1% | |
| Charles Schwab US Mid Cap Val | Mutual Funds | — | — | $2K | <0.1% | |
| Charles Schwab US Large Cap | Mutual Funds | — | — | $2K | <0.1% | |
| Charles Schwab Fundamental GLBL | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
