Scott Shollenbarger signed GEM City BONE & Joint, P.C.'s 2024 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 2024 Form 5500 (PDF) for GEM City BONE & Joint, P.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)GEM City BONE & Joint, P.C.'s plan includes a cash-balance formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WEALTH MANAGEMENT ADVISORS, LLC | 13-4251514 | MILFORD, CT | — | $36K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| US Treasury ETF - US Treasury 3 Month Bill | U.S. Treasuries | — | $2.4M | $2.4M | 22.5% | |
| SPDR ETF - SPDR Bloomberg 1-3 Month T-Bill | Other securities | — | $2.4M | $2.4M | 22.4% | |
| Ishares ETF - Ishares TR Ultra Short-Term Bond | Other securities | — | $1.6M | $1.6M | 14.7% | |
| Ishares ETF - Ishares Core S&P 500 | Common Collective Trusts | — | $1.0M | $1.0M | 9.7% | |
| Vaneck ETF - Vaneck IG Floating Rate | Bonds / Notes | — | $688K | $688K | 6.4% | |
| Janus Henderson ETF - Janus Henderson AAA CLO | Structured Credit (CLO/ABS) | — | $675K | $675K | 6.3% | |
| JPMorgan ETF - JPMorgan Equity Premium | Other securities | — | $483K | $483K | 4.5% | |
| Ishares ETF - Ishares High Yield Sys | Other securities | — | $387K | $387K | 3.6% | |
| Charles Schwab Interest bearing cash | Mutual Funds | — | $79K | $79K | 0.7% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
