Charlie Robertson signed Casper Orthopaedic Associates, PC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Casper Orthopaedic Associates, PC's EIN is 83-0231437.
Download the official 2024 Form 5500 (PDF) for Casper Orthopaedic Associates, PC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Casper Orthopaedic Associates, PC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Self-directed | Self-Directed Brokerage | — | — | $6.7M | 32.6% | |
| VANGUARD TARGET RETIREMENT 2035 INV | Mutual Funds | — | — | $3.4M | 16.3% | |
| VANGUARD TARGET RETIREMENT 2025 INV | Mutual Funds | — | — | $2.5M | 12.0% | |
| VANGUARD TARGET RETIREMENT 2045 INV | Mutual Funds | — | — | $2.2M | 10.5% | |
| Self-directed | Self-Directed Brokerage | — | — | $1.3M | 6.3% | |
| Self-directed | Self-Directed Brokerage | — | — | $1.1M | 5.4% | |
| VANGUARD TARGET RETIREMENT 2055 INV | Mutual Funds | — | — | $1.0M | 5.0% | |
| FEDERATED HERMES GOVERNMENT OBLIGATIONS | Other securities | — | — | $902K | 4.4% | |
| Self-directed | Self-Directed Brokerage | — | — | $839K | 4.1% | |
| Self-directed | Self-Directed Brokerage | — | — | $128K | 0.6% | |
| VANGUARD TARGET RETIREMENT 2065 INV | Mutual Funds | — | — | $128K | 0.6% | |
| T ROWE PRICE BALANCED I CLASS | Mutual Funds | — | — | $123K | 0.6% | |
| VANGUARD 500 INDEX ADMIRAL | Common Collective Trusts | — | — | $68K | 0.3% | |
| Self-directed | Self-Directed Brokerage | — | — | $35K | 0.2% | |
| DODGE & COX STOCK Fund X | Mutual Funds | — | — | $26K | 0.1% | |
| MFS MID CAP VALUE R6 | Mutual Funds | — | — | $26K | 0.1% | |
| VANGUARD GROWTH INDEX ADMIRAL | Mutual Funds | — | — | $18K | <0.1% | |
| VANGUARD MID-CAP INDEX ADMIRAL | Mutual Funds | — | — | $13K | <0.1% | |
| VANGUARD SMALL-CAP INDEX ADMIRAL | Mutual Funds | — | — | $7K | <0.1% | |
| FIDELITY INTERNATIONAL CAPITAL APPRECTION | Mutual Funds | — | — | $5K | <0.1% | |
| VANGUARD VALUE INDEX ADMIRAL | Mutual Funds | — | — | $4K | <0.1% | |
| VANGUARD TOTAL INTL STOCK INDEX ADMIRAL | Mutual Funds | — | — | $1K | <0.1% | |
| HARBOR CAPITAL APPRECIATION FUND R | Other securities | — | — | $708 | <0.1% | |
| T ROWE PRICE NEW HORIZONS FUND I | Mutual Funds | — | — | $404 | <0.1% | |
| VANGUARD INTERM-TERM BOND INDEX ADM | Mutual Funds | — | — | $260 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
