Gregory Neal signed Appalachian Orthopaedic Associates, P.C.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Appalachian Orthopaedic Associates, P.C.'s EIN is 62-1654377.
Download the official 2024 Form 5500 (PDF) for Appalachian Orthopaedic Associates, P.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Appalachian Orthopaedic Associates, P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — | CONSULTANT | $39K | — |
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 | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | $19K | $2.4M | 10.7% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | $23K | $2.3M | 10.0% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | $2K | $2.2M | 9.7% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | $15K | $1.8M | 7.8% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | $13K | $1.7M | 7.5% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | $10K | $1.6M | 7.2% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | $5K | $1.1M | 4.9% | |
| Vanguard Group Vanguard Int-Tm BD Idx Fund 45,406.6667 units | Common Collective Trusts | — | $45K | $1.0M | 4.5% | |
| Dimensional Fund Advisors DFA US SmallCap Value I Fund 5,579.5369 units | Mutual Funds | — | $6K | $924K | 4.1% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | $7K | $897K | 3.9% | |
| Vanguard Group Vanguard Equity-Inc Fund 2,824.6896 units | Mutual Funds | — | $3K | $782K | 3.4% | |
| Principal Trust Company Fixed Income Guaranteed Option | Common Stocks | — | — | $742K | 3.3% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | $2K | $503K | 2.2% | |
| Fidelity US Bond Index 43,735.7980 units | Mutual Funds | — | $44K | $447K | 2.0% | |
| Vanguard Group Vanguard Hi Div Yld Idx Fund 1,014.4358 units | Common Collective Trusts | — | $1K | $428K | 1.9% | |
| Vanguard Group Vanguard Growth Index Fd 1,711.3930 units | Mutual Funds | — | $2K | $361K | 1.6% | |
| Vanguard Group Vanguard Value Index Fund 1,651.0305 units | Common Collective Trusts | — | $2K | $351K | 1.5% | |
| Vanguard Hi Dvd Yld Indx-Adm 8,653.8230 units | Mutual Funds | — | $9K | $333K | 1.5% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $274K | 1.2% | |
| Vanguard Group Vanguard Intl Growth Fund 867.8630 units | Mutual Funds | — | — | $252K | 1.1% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | $4K | $249K | 1.1% | |
| Federated Fed Herm TTL TRTN BND-INST 24,309.7390 units | Other securities | — | $24K | $227K | 1.0% | |
| PIMCO Income Fund-Ins 21,273.1860 units | Mutual Funds | — | $21K | $224K | 1.0% | |
| Vanguard Group Vanguard Re Index Adm Fund 193.8583 units | Mutual Funds | — | — | $187K | 0.8% | |
| Vanguard Group Vanguard Intl Value Inv Fund 1,671.8612 units | Mutual Funds | — | $2K | $181K | 0.8% | |
| Dimensional Fund Advisors DFA International SmallCap Gr Ins Fund 3,463.8994 units | Mutual Funds | — | $3K | $173K | 0.8% | |
| Vanguard Group Vanguard Hi-Yld Corp Fund 5,802.4649 units | Mutual Funds | — | $6K | $157K | 0.7% | |
| PIMCO Inv GD Credi Bond Fund 4,534.8997 units | Mutual Funds | — | $5K | $154K | 0.7% | |
| Vanguard Group Vanguard TTL Intl Bond Idx Fd 1,962.9628 units | Common Collective Trusts | — | $2K | $125K | 0.5% | |
| Clearbridge Intl Growth-I 1,871.9240 units | Other securities | — | $2K | $121K | 0.5% | |
| PIMCO Global Bd USD Hedge-In 8,774.2210 units | Mutual Funds | — | $9K | $84K | 0.4% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $84K | 0.4% | |
| Hartford Funds Hartford International Value Fund 4,294.1840 units | Other securities | — | $4K | $76K | 0.3% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $72K | 0.3% | |
| Fidelity Government Port-I 55,801.1300 units | Mutual Funds | — | $56K | $56K | 0.2% | |
| Vanguard Group Vanguard SmallCap Value Index Fund 119.1513 units | Common Collective Trusts | — | — | $43K | 0.2% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $11K | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT Z INCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $71 | <0.1% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $2 | <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 |
|---|---|---|---|---|---|
| QUALIFIED PLAN ADMINISTRATORS, INC | 62-1832817 | — | CONTRACT ADMINISTRATOR | $400 | — |
