Craig Carson signed Oklahoma Arthritis Center P.C.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Oklahoma Arthritis Center P.C.'s EIN is 73-1578116.
Download the official 2024 Form 5500 (PDF) for Oklahoma Arthritis Center P.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Oklahoma Arthritis Center P.C.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWEDGE ADVISORS | 46-0854203 | — | ADVISOR | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| State Street S&P 500 Index NL Fund Mutual Funds | Common Collective Trusts | — | — | $1.9M | 11.4% | |
| JP Morgan Large Cap Growth Fund Mutual Funds | Other securities | — | — | $1.3M | 8.1% | |
| Apex Guaranteed Fixed Interest Guaranteed Investment Contract | Stable Value | — | — | $1.3M | 8.0% | |
| DFA Intnerational Value Portfolio Inst Mutual Funds | Mutual Funds | — | — | $765K | 4.7% | |
| Fidelity International Capital Appreciation Mutual Funds | Mutual Funds | — | — | $744K | 4.5% | |
| Black Rock EAFE Equity Index Fund Mutual Funds | Common Collective Trusts | — | — | $737K | 4.5% | |
| American Funds American Mutual Funds | Mutual Funds | — | — | $664K | 4.1% | |
| State Street US Bond Index Mutual Funds | Other securities | — | — | $645K | 3.9% | |
| DFA Emerging Markets Portfolio Inst Mutual Funds | Mutual Funds | — | — | $631K | 3.9% | |
| Vanguard Value Index Fund Mutual Funds | Common Collective Trusts | — | — | $588K | 3.6% | |
| MyCompass American Funds 2055 Mutual Funds | Mutual Funds | — | — | $532K | 3.2% | |
| JP Morgan Core Bond Fund Mutual Funds | Other securities | — | — | $517K | 3.2% | |
| MyCompass American Funds 2050 Mutual Funds | Mutual Funds | — | — | $423K | 2.6% | |
| DFA Real Estate Securities Port Inst Mutual Funds | Mutual Funds | — | — | $404K | 2.5% | |
| Fidelity Intermediate Treasury Bond Fund Mutual Funds | U.S. Treasuries | — | — | $393K | 2.4% | |
| Janus Henderson Contrarian Fund Mutual Funds | Mutual Funds | — | — | $385K | 2.4% | |
| Brandywine GLOBAL High Yield Mutual Funds | Other securities | — | — | $380K | 2.3% | |
| Vanguard Mid-Cap Index Fund Mutual Funds | Common Collective Trusts | — | — | $350K | 2.1% | |
| MyCompass American Funds 2045 Mutual Funds | Mutual Funds | — | — | $318K | 1.9% | |
| Vanguard Commodity Strategy Fund Adm Mutual Funds | Mutual Funds | — | — | $308K | 1.9% | |
| MyCompass American Funds 2035 Mutual Funds | Mutual Funds | — | — | $232K | 1.4% | |
| iShares Russell Small Mid Cap Index Mutual Funds | Other securities | — | — | $210K | 1.3% | |
| MyCompass American Funds 2060 Mutual Funds | Mutual Funds | — | — | $203K | 1.2% | |
| MyCompass American Funds 2040 Mutual Funds | Mutual Funds | — | — | $192K | 1.2% | |
| Northern Funds Small Cap Core Mutual Funds | Other securities | — | — | $187K | 1.1% | |
| MyCompass American Funds 2020 Mutual Funds | Mutual Funds | — | — | $150K | 0.9% | |
| Black Rock Strategic Global Bond Mutual Funds | Other securities | — | — | $138K | 0.8% | |
| Invesco NASDAQ 100 Index Fund Mutual Funds | Common Collective Trusts | — | — | $117K | 0.7% | |
| MyCompass American Funds 2025 Mutual Funds | Mutual Funds | — | — | $99K | 0.6% | |
| MyCompass American Funds 2065 Mutual Funds | Mutual Funds | — | — | $95K | 0.6% | |
| Voya Government Money Market Fund Cash equivalent | Cash / Money Market | — | — | $86K | 0.5% | |
| MyCompass American Funds 2030 Mutual Funds | Mutual Funds | — | — | $83K | 0.5% | |
| MFS International Equity Fund Mutual Funds | Mutual Funds | — | — | $64K | 0.4% | |
| Fidelity Large Cap Growth Ind Fund Mutual Funds | Mutual Funds | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
