Charles Robertson signed Casper Orthopaedic Associates, P.C.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Casper Orthopaedic Associates, P.C.'s EIN is 83-0231437.
Download the official 2024 Form 5500 (PDF) for Casper Orthopaedic Associates, P.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Casper Orthopaedic Associates, P.C.'s plan includes a cash-balance formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Federated Hermes Government Obligations Fund Federal Money Market Fund | Cash / Money Market | — | $911K | $911K | 31.6% | |
| Harbor Core Plus Fund Registered Investment Company | Common Stocks | — | $80K | $81K | 2.8% | |
| DFA Investment Grade Portfolio Registered Investment Company | Mutual Funds | — | $80K | $80K | 2.8% | |
| Vanguard 500 Index Fund Registered Investment Company | Common Collective Trusts | — | $57K | $76K | 2.6% | |
| Vanguard Equity Income Fund Registered Investment Company | Mutual Funds | — | $68K | $68K | 2.4% | |
| Fidelity Contrafund Registered Investment Company | Mutual Funds | — | $42K | $61K | 2.1% | |
| Vanguard Total Stock Market Index Fund Registered Investment Company | Common Collective Trusts | — | $39K | $54K | 1.9% | |
| Dodge & Cox Stock Fund Registered Investment Company | Mutual Funds | — | $48K | $53K | 1.9% | |
| Harbor Capital Appreciation Fund Registered Investment Company | Common Stocks | — | $36K | $52K | 1.8% | |
| Federal Home Loan Banks 4.75% Dec 8, 2028 US Government Bond | U.S. Treasuries | — | $50K | $51K | 1.8% | |
| Federal Farm Credit Banks Funding Corp 4.875% 28 Aug 2026 US Government Bond | U.S. Treasuries | — | $50K | $50K | 1.8% | |
| Federal Farm Credit Banks Funding Corp 4.75% 08 May 2026 US Government Bond | U.S. Treasuries | — | $50K | $50K | 1.7% | |
| Federal Farm Credit Banks Funding Corp 4.5% May 20, 2027 US Government Bond | U.S. Treasuries | — | $50K | $50K | 1.7% | |
| Federal Home Loan Banks 5% Nov 24, 2027 US Government Bond | U.S. Treasuries | — | $50K | $50K | 1.7% | |
| Federal Home Loan Mortgage Corp 5.05% Jun 29, 2026 US Government Bond | U.S. Treasuries | — | $50K | $50K | 1.7% | |
| Federal Farm Credit Banks Funding Corp 4.375% Feb 28, 2028 US Government Bond | U.S. Treasuries | — | $50K | $50K | 1.7% | |
| UBS Bank USA 3.9% Jan 25, 2028 US Government Bond | U.S. Treasuries | — | $50K | $50K | 1.7% | |
| Federal Home Loan Banks 4% Jun 30. 2028 US Government Bond | U.S. Treasuries | — | $49K | $50K | 1.7% | |
| United States Treasury Note/Bond 2.75% Jul 31, 2027 US Government Bond | U.S. Treasuries | — | $48K | $48K | 1.7% | |
| Dodge & Cox International Stock Fund Registered Investment Company | Mutual Funds | — | $40K | $43K | 1.5% | |
| Vanguard Short-Term Bond Index Fund Registered Investment Company | Common Collective Trusts | — | $41K | $42K | 1.5% | |
| Vanguard Mid-Cap Growth Index Fund/Open-end Registered Investment Company | Common Collective Trusts | — | $34K | $40K | 1.4% | |
| Calamos Market Neutral Income Fund Registered Investment Company | Common Stocks | — | $36K | $38K | 1.3% | |
| FPA New Income Fund Registered Investment Company | Common Stocks | — | $32K | $32K | 1.1% | |
| Vanguard Total International Stock Index Fund Registered Investment Company | Common Collective Trusts | — | $27K | $30K | 1.0% | |
| MFS Mid Cap Value Fund Registered Investment Company | Mutual Funds | — | $22K | $24K | 0.8% | |
| Fidelity Advisor Capital & Income Fund Registered Investment Company | Mutual Funds | — | $18K | $20K | 0.7% | |
| Vanguard Strategic Equity Fund Registered Investment Company | Mutual Funds | — | $18K | $19K | 0.7% | |
| Emerging Markets Core Equity 2 Portfolio Registered Investment Company | Common Stocks | — | $17K | $19K | 0.7% | |
| Conestoga Small Cap Fund Registered Investment Company | Common Stocks | — | $15K | $19K | 0.7% | |
| Vanguard Mid-Cap Value Index Fund/Open-end Registered Investment Company | Common Collective Trusts | — | $13K | $15K | 0.5% | |
| DFA US Small Cap Portfolio Registered Investment Company | Mutual Funds | — | $10K | $12K | 0.4% | |
| Franklin Small Cap Value Fund Registered Investment Company | Mutual Funds | — | $11K | $12K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
