Texas Institute for Surgery, LLP's EIN is 77-0628004.
Download the official 2024 Form 5500 (PDF) for Texas Institute for Surgery, LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Texas Institute for Surgery, LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $13K | — |
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | CINCINNATI, OH | RECORDKEEPER | $11K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $1K | — |
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.
| % of plan | |||
|---|---|---|---|
| FLEXFIT+ MODERATE RETIREMENT FUND GREAT GRAY TRUST COMPANY, LLC · EIN 86-1448599 / PN 661 | Common Collective Trust | $4.0M | 29.4% |
| FLEXFIT+ MODERATE 2035 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 86-1529087 / PN 663 | Common Collective Trust | $1.7M | 12.5% |
| FLEXFIT+ MODERATE 2045 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 86-1558824 / PN 664 | Common Collective Trust | $990K | 7.2% |
| LARGE CAP GROWTH FUND III CL R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275327 / PN 001 | Common Collective Trust | $721K | 5.2% |
| FLEXFIT+ MODERATE 2055 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 86-1586213 / PN 665 | Common Collective Trust | $329K | 2.4% |
| FLEXFIT+ AGGRESSIVE 2035 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 86-1313285 / PN 658 | Common Collective Trust | $315K | 2.3% |
| CORE BOND FUND R1 GREAT GRAY TRUST COMPANY, LLC · EIN 82-1986152 / PN 325 | Common Collective Trust | $304K | 2.2% |
| PUTNAM LARGE CAP VALUE FUND CL R1 PUTNAM FIDUCIARY TRUST COMPANY, LLC · EIN 82-3639536 / PN 275 | Common Collective Trust | $279K | 2.0% |
| FLEXFIT+ AGGRESSIVE 2045 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 86-1375721 / PN 659 | Common Collective Trust | $208K | 1.5% |
| MID CAP VALUE FUND II CL R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7312964 / PN 001 | Common Collective Trust | $164K | 1.2% |
| EMERGING MARKETS FUND II CL R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7304135 / PN 001 | Common Collective Trust | $140K | 1.0% |
| CORE PLUS BOND FUND CL R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4116854 / PN 515 | Common Collective Trust | $94K | 0.7% |
| FLEXFIT+ AGGRESSIVE 2055 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 86-1415391 / PN 660 | Common Collective Trust | $89K | 0.6% |
| FLEXFIT+ CONSERVATIVE 2055 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 86-1731591 / PN 671 | Common Collective Trust | $80K | 0.6% |
| MYWAYRETIREMENT REAL ESTATE FD CL R GREAT GRAY TRUST COMPANY, LLC · EIN 38-7264530 / PN 693 | Common Collective Trust | $72K | 0.5% |
| FLEXFIT+ CONSERVATIVE 2035 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 86-1675439 / PN 669 | Common Collective Trust | $69K | 0.5% |
| FLEXFIT+ CONSERVATIVE RETIREMENT FD GREAT GRAY TRUST COMPANY, LLC · EIN 86-1613518 / PN 667 | Common Collective Trust | $65K | 0.5% |
| INTERNATIONAL STOCK FUND CL I1 GREAT GRAY TRUST COMPANY, LLC · EIN 82-2436292 / PN 342 | Common Collective Trust | $63K | 0.5% |
| FLEXFIT+ AGGRESSIVE RETIREMENT FUND GREAT GRAY TRUST COMPANY, LLC · EIN 86-1242519 / PN 656 | Common Collective Trust | $52K | 0.4% |
| SMALL CAP GROWTH FUND CL R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4097324 / PN 487 | Common Collective Trust | $45K | 0.3% |
| FLEXFIT+ CONSERVATIVE 2045 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 86-1704064 / PN 670 | Common Collective Trust | $6K | <0.1% |
| FLEXPATH INDEX+ AGGR RETIREMENT FD GREAT GRAY · EIN 47-2836296 / PN 001 | Common Collective Trust | $0 | <0.1% |
| FLEXPATH INDEX+ AGGRESSIVE 2045 FD GREAT GRAY · EIN 47-3026996 / PN 001 | Common Collective Trust | $0 | <0.1% |
| FLEXPATH INDEX+ MODERATE 2035 R2 GREAT GRAY · EIN 47-3002484 / PN 001 | Common Collective Trust | $0 | <0.1% |
| FLEXPATH INDEX+ CONSERV RETIRE FD GREAT GRAY · EIN 47-2916729 / PN 001 | Common Collective Trust | $0 | <0.1% |
| FLEXPATH INDEX+ MODERATE 2025 R2 GREAT GRAY · EIN 47-2950747 / PN 001 | Common Collective Trust | $0 | <0.1% |
| FLEXPATH INDEX+ AGGRESSIVE 2025 FD GREAT GRAY · EIN 47-2935740 / PN 001 | Common Collective Trust | $0 | <0.1% |
| FLEXPATH INDEX+ CONSERV 2055 FD R2 GREAT GRAY · EIN 47-3216409 / PN 001 | Common Collective Trust | $0 | <0.1% |
| FLEXPATH INDEX+ CONSERV 2045 FD R2 GREAT GRAY · EIN 47-3144367 / PN 001 | Common Collective Trust | $0 | <0.1% |
| FLEXPATH INSEX+ MODERATE 2055 R2 GREAT GRAY · EIN 47-3188067 / PN 001 | Common Collective Trust | $0 | <0.1% |
| FLEXPATH INDEX+ CONSERV 2035 FD R2 GREAT GRAY · EIN 47-3018134 / PN 001 | Common Collective Trust | $0 | <0.1% |
| FLEXPATH INDEX+ MODERATE RETIRE R2 GREAT GRAY · EIN 47-2851418 / PN 001 | Common Collective Trust | $0 | <0.1% |
| FLEXPATH INDEX+ MODERATE 2045 R2 GREAT GRAY · EIN 47-3071639 / PN 001 | Common Collective Trust | $0 | <0.1% |
| FLEXPATH INDEX+ AGGRESSIVE 2035 FD GREAT GRAY · EIN 47-2987118 / PN 001 | Common Collective Trust | $0 | <0.1% |
| FLEXPATH INDEX+ AGGRESSIVE 2055 FD GREAT GRAY · EIN 47-3170652 / PN 001 | Common Collective Trust | $0 | <0.1% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES, INC. | 59-1237041 | — | ADVISOR | $15K | — |
| RAYMOND JAMES & ASSOCIATES, INC. | — | ST PETERSBURG, FL | INVESTMENT ADVISOR | $8K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $51 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENTPLANS.COM, LLC | 80-0968774 | ADDISON, TX | CONTRACT ADMIN | $11K | — |
