Thomas Wolfe signed GEM City BONE & Joint, P.C.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
GEM City BONE & Joint, P.C.'s EIN is 83-0219655.
Download the official 2023 Form 5500 (PDF) for GEM City BONE & Joint, P.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)GEM City BONE & Joint, 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 |
|---|---|---|---|---|---|
| NATIONWIDE MANAGEMENT ADVISORS, LLC | 31-1592130 | COLUMBUS, OH | RECORDKEEPER | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEAFHOUSE FINANCIAL ADVISORS LLC | 26-4311657 | AUSTIN, TX | FINANCIAL ADVISOR | $20K | — |
| WEALTH MANAGEMENT ADVISORS, LLC |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Various Self Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $4.9M | 30.0% | |
| Nationwide Life Insurance Company Unitized Mutual Fund -Vngrd 500 Index Fd As | Common Collective Trusts | — | — | $2.3M | 13.8% | |
| Nationwide Life Insurance Company Unitized Mutual Fund -Mfs Intl Divrs R6 | Mutual Funds | — | — | $1.4M | 8.4% | |
| Nationwide Life Insurance Company Unitized Mutual Fund - LrdAbt Ttl Rt nR5 | Common Stocks | — | — | $1.4M | 8.3% | |
| Nationwide Life Insurance Company Unitized Mutual Fund -Vngrd Mid-Cap Idx Fd As | Common Collective Trusts | — | — | $947K | 5.8% | |
| Nationwide Life Insurance Company Unitized Mutual Fund -Vngrd Sm Cap Indx Fd As | Common Stocks | — | — | $811K | 5.0% | |
| Nationwide Life Insurance Company Unitized Mutual Fund - Am Fds New Wld R6 | Common Stocks | — | — | $495K | 3.0% | |
| Nationwide Life Insurance Company Unitized Mutual Fund -DFA Wldexusgovtfxdinc Inst | Mutual Funds | — | — | $463K | 2.8% | |
| Nationwide Life Insurance Company Unitized Mutual Fund -Trowepr Spctrmcnsrvalloc | Common Stocks | — | — | $401K | 2.5% | |
| Nationwide Life Insurance Company Unitized Mutual Fund -Trowepr Spctrmmodgralloc | Common Stocks | — | — | $366K | 2.2% | |
| Nationwide Life Insurance Company Unitized Mutual Fund - DFA Real Est SEC | Mutual Funds | — | — | $342K | 2.1% | |
| Nationwide Life Insurance Company Unitized Mutual Fund - DFA Inflation Prtct Sec Inst | Mutual Funds | — | — | $302K | 1.9% | |
| Nationwide Life Insurance Company Unitized Mutual Fund - AB LgCap Gr I | Common Stocks | — | — | $300K | 1.8% | |
| Nationwide Life Insurance Company Unitized Mutual Fund - AmCent Bal I | Common Stocks | — | — | $280K | 1.7% | |
| Nationwide Life Insurance Company Insurance Contract - Nationwide Fixed Select Option | Common Stocks | — | — | $209K | 1.3% | |
| Nationwide Life Insurance Company Unitized Mutual Fund - JPM Inc Bldr I | Common Stocks | — | — | $208K | 1.3% | |
| Nationwide Life Insurance Company Unitized Mutual Fund -Amcent Mdcap Val R6 | Common Stocks | — | — | $187K | 1.1% | |
| Various Self Directed Brokerage Accounts - Cash | Self-Directed Brokerage | — | — | $171K | 1.0% | |
| Nationwide Life Insurance Company Unitized Mutual Fund -Invsco St Bd Y | Common Stocks | — | — | $148K | 0.9% | |
| Nationwide Life Insurance Company Unitized Mutual Fund -Pgim Hi Yld Z | Common Stocks | — | — | $127K | 0.8% | |
| between 5.25% and 10.50% | Bonds / Notes | — | — | $78K | 0.5% | |
| Nationwide Life Insurance Company Unitized Mutual Fund -DFA Comdty Strat Inst | Mutual Funds | — | — | $68K | 0.4% | |
| Nationwide Life Insurance Company Unitized Mutual Fund -Vngrd Mdcap Gr Indx Adml | Common Stocks | — | — | $27K | 0.2% | |
| Nationwide Life Insurance Company Unitized Mutual Fund - JnsHndrsn Triton N | Common Stocks | — | — | $8K | <0.1% | |
| Nationwide Life Insurance Company Unitized Mutual Fund - Vngrd Devl Mkt Indx Adml | Common Stocks | — | — | $7K | <0.1% | |
| Nationwide Life Insurance Company Unitized Mutual Fund -Fed Hrms Gov Oblgtns Prmr | Common Stocks | — | — | $7K | <0.1% | |
| Nationwide Life Insurance Company Unitized Mutual Fund -Vngrd Ttl Bnd Mkt Ldx Adm | Common Stocks | — | — | $7K | <0.1% | |
| Nationwide Life Insurance Company Unitized Mutual Fund -Invsco Goldspecmnrls Y | Common Stocks | — | — | $6K | <0.1% | |
| Nationwide Life Insurance Company Self Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $6K | <0.1% | |
| Nationwide Life Insurance Company Unitized Mutual Fund - Okmrk Intl I | Common Stocks | — | — | $4K | <0.1% | |
| Nationwide Life Insurance Company Unitized Mutual Fund -Allspr Prmr Lg Co Gr Inst | Common Stocks | — | — | $4K | <0.1% | |
| Nationwide Life Insurance Company Unitized Mutual Fund - NW SP 500 Index R6 | Common Collective Trusts | — | — | $4K | <0.1% | |
| Nationwide Life Insurance Company Unitized Mutual Fund -Allspr Prec Mtls Inst | Common Stocks | — | — | $4K | <0.1% | |
| Nationwide Life Insurance Company Unitized Mutual Fund -Ab Rel Val I | Common Stocks | — | — | $3K | <0.1% | |
| Nationwide Life Insurance Company Unitized Mutual Fund -Fnkln Smcap Val Adv | Common Stocks | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 13-4251514 |
| MIDDLETOWN, CT |
| FINANCIAL ADVISOR |
| $20K |
| — |
