Megan McGill signed Orthotennessee, P.C.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Orthotennessee, P.C.'s EIN is 62-1700130.
Download the official 2024 Form 5500 (PDF) for Orthotennessee, P.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Orthotennessee, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | 84-0467907 | — | RECORDKEEPER | $57K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | 33-0818667 | — | INVESTMENT ADVISOR | $92K | — |
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.
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 |
|---|---|---|---|---|---|
| SVRPC, INC. | 62-6319489 | — | THIRD PARTY ADMINISTRATOR | $90K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COULTER & JUSTUS, P.C. | 62-1532536 | — | OTHER | $6K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Empower Trust Company, LLC Guaranteed Interest Account | Common Stocks | — | — | $21.3M | 13.9% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $18.9M | 12.3% | |
| T. Rowe Price All-Cap Opportunities Fund | Other securities | — | — | $14.0M | 9.2% | |
| Baird Core Plus Bond Fund | Other securities | — | — | $13.9M | 9.1% | |
| Vanguard Equity-Income Fund | Mutual Funds | — | — | $10.1M | 6.6% | |
| Participant-directed brokerage accounts, Various mutual funds, exchange-traded funds, at fair value (*$28,778 of party-in-interest investments) and common stocks | Self-Directed Brokerage | — | — | $7.8M | 5.1% | |
| WT MFS MID CAP GROWTH CL S GREAT GRAY · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $6.8M | 4.5% | |
| Fidelity Freedom Index 2040 Premier Fund | Mutual Funds | — | — | $6.0M | 3.9% | |
| American Funds Capital World Growth and Income Fund | Mutual Funds | — | — | $5.6M | 3.7% | |
| CLEARBRIDGE INTL GR ALL CNTRY EX-US GREAT GRAY · EIN 38-4139847 / PN 000 | Common Collective Trust | — | — | $4.3M | 2.8% | |
| Fidelity Freedom Index 2035 Premier Fund | Mutual Funds | — | — | $4.0M | 2.6% | |
| Fidelity Freedom Index 2045 Premier Fund | Mutual Funds | — | — | $3.9M | 2.5% | |
| AMCENTURY SMALL CAP VALUE (IS PLAT) EMPOWER ANNUITY INSURANCE CO · EIN 06-1050034 / PN 849 | Pooled Separate Account | — | — | $3.5M | 2.3% | |
| Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $3.3M | 2.2% | |
| Fidelity Total International Index Fund | Common Collective Trusts | — | — | $3.3M | 2.1% | |
| Fidelity Extended Market Index Fund | Common Collective Trusts | — | — | $3.2M | 2.1% | |
| Fidelity Freedom Index 2055 Premier Fund | Mutual Funds | — | — | $3.0M | 2.0% | |
| Dimensional Fund Advisors Emerging Markets Core Equity Fund | Mutual Funds | — | — | $2.7M | 1.8% | |
| Fidelity Freedom Index 2050 Premier Fund | Mutual Funds | — | — | $2.5M | 1.6% | |
| Fidelity Freedom Index 2025 Premier Fund | Mutual Funds | — | — | $2.0M | 1.3% | |
| Fidelity Freedom Index 2030 Premier Fund | Mutual Funds | — | — | $1.8M | 1.2% | |
| Dimensional Fund Advisors Global Real Estate Securities Fund | Mutual Funds | — | — | $1.7M | 1.1% | |
| JP Morgan International Equity Fund | Other securities | — | — | $1.3M | 0.9% | |
| Victory Sycamore Established Value Fund | Other securities | — | — | $1.3M | 0.8% | |
| maturing through 2031 | Other securities | — | — | $1.2M | 0.8% | |
| Fidelity Freedom Index 2060 Premier Fund | Mutual Funds | — | — | $1.2M | 0.8% | |
| Fidelity Freedom Index 2020 Premier Fund | Mutual Funds | — | — | $210K | 0.1% | |
| WASATCH CORE GROWTH CIT A WASATCH INVESTMENTS · EIN 84-2433108 / PN 002 | Common Collective Trust | — | — | $162K | 0.1% | |
| Fidelity Freedom Index Income Premier Fund | Mutual Funds | — | — | $119K | <0.1% | |
| X $0 | Other securities | — | — | $61K | <0.1% | |
| Fidelity Freedom Index 2065 Premier Fund | Mutual Funds | — | — | $60K | <0.1% | |
| Fidelity Freedom Index 2015 Premier Fund | Mutual Funds | — | — | $3K | <0.1% | |
| CLEARBRIDGE SMALL CAP GROWTH CIT GREAT GRAY · EIN 38-4139847 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% |
