Amanda Swift signed Surgalign Technologies, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Surgalign Technologies, Inc.'s EIN is 59-3466543.
Download the official 2023 Form 5500 (PDF) for Surgalign Technologies, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Surgalign Technologies, Inc.'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 |
|---|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES LLC | 46-5378846 | — | NONE | $37K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LOCKTON INVESTMENT ADVISORS | 20-3354970 | — | NONE | $45K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Blackrock LifePath Dynamic 2040 Fund S N/R | Other securities | — | — | $2.8M | 12.4% | |
| Fidelity Fidelity® 500 Index Institutional Prem N/R | Common Collective Trusts | — | — | $2.6M | 11.4% | |
| Blackrock LifePath Dynamic 2050 Fund S N/R | Other securities | — | — | $2.4M | 10.5% | |
| Blackrock LifePath Dynamic Retirement N/R | Other securities | — | — | $2.3M | 9.9% | |
| Blackrock LifePath Dynamic 2025 Fund K N/R | Other securities | — | — | $2.2M | 9.7% | |
| Blackrock LifePath Dynamic 2035 Fund K N/R | Other securities | — | — | $2.1M | 9.0% | |
| Fidelity Fidelity® Extended Market Index InstlPrm N/R | Mutual Funds | — | — | $1.9M | 8.4% | |
| Blackrock LifePath Dynamic 2045 Fund K N/R | Other securities | — | — | $1.8M | 7.9% | |
| Blackrock LifePath Dynamic 2030 Fund S N/R | Other securities | — | — | $1.4M | 6.1% | |
| Blackrock LifePath Dynamic 2055 Fund K N/R | Other securities | — | — | $944K | 4.1% | |
| Blackrock LifePath Dynamic 2060 K N/R | Other securities | — | — | $423K | 1.8% | |
| Fidelity Fidelity® Total Intl Index Instl Premium N/R | Mutual Funds | — | — | $313K | 1.4% | |
| JPMorgan Equity Income Fund R6 N/R | Other securities | — | — | $276K | 1.2% | |
| MFS MFS® Growth Fund R6 N/R | Mutual Funds | — | — | $264K | 1.2% | |
| American United Life Insurance AUL Stable Value Account N/R | Stable Value | — | — | $195K | 0.9% | |
| Janus Henderson Janus Henderson Triton N N/R | Mutual Funds | — | — | $170K | 0.7% | |
| Fund K Delaware Small Cap Value R6 N/R | Other securities | — | — | $88K | 0.4% | |
| MFS MFS® Intl Diversification R6 N/R | Mutual Funds | — | — | $73K | 0.3% | |
| Fidelity Fidelity® US Bond Index Instl Prem N/R | Mutual Funds | — | — | $11K | <0.1% | |
| PGIM Investments PGIM Total Return Bond R6 N/R | Other securities | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAKER TILLY | 39-0859910 | — | NONE | $17K | — |
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $0 | — |
