Charles Robertson signed Casper Orthopaedic Associates, PC's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Casper Orthopaedic Associates, PC's EIN is 83-0232125.
Download the official 2023 Form 5500 (PDF) for Casper Orthopaedic Associates, PC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 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 Mutual Funds | Self-Directed Brokerage | — | — | $6.6M | 32.0% | |
| Vanguard Target Retirement 2035 INV Mutual Fund | Mutual Funds | — | — | $3.1M | 14.9% | |
| Self-directed Securities | Self-Directed Brokerage | — | — | $2.4M | 11.6% | |
| Vanguard Target Retirement 2025 INV Mutual Fund | Mutual Funds | — | — | $2.3M | 11.3% | |
| Self-directed Exchange-Traded Funds | Self-Directed Brokerage | — | — | $2.3M | 11.2% | |
| Vanguard Target Retirement 2045 INV Mutual Fund | Mutual Funds | — | — | $1.8M | 8.8% | |
| Federated Hermes Government Obligation Mutual Fund | Other securities | — | — | $746K | 3.6% | |
| Vanguard Target Retirement 2055 INV Mutual Fund | Mutual Funds | — | — | $686K | 3.3% | |
| Self-directed Money Market, Interest-Bearing Cash | Self-Directed Brokerage | — | — | $139K | 0.7% | |
| Self-directed Bonds | Self-Directed Brokerage | — | — | $107K | 0.5% | |
| T Rowe Price Balanced I Class Mutual Fund | Mutual Funds | — | — | $96K | 0.5% | |
| Vanguard Target Retirement 2065 INV Mutual Fund | Mutual Funds | — | — | $59K | 0.3% | |
| Dodge & Cox Stock Fund Mutual Fund | Mutual Funds | — | — | $25K | 0.1% | |
| MFS Mid Cap Value Class R6 Mutual Fund | Mutual Funds | — | — | $17K | <0.1% | |
| Vanguard Mid Cap Index Fund Admiral Mutual Fund | Common Collective Trusts | — | — | $10K | <0.1% | |
| Vanguard Small Cap Index FD Admiral Mutual Fund | Mutual Funds | — | — | $5K | <0.1% | |
| Vanguard 500 Index Admiral Mutual Fund | Common Collective Trusts | — | — | $4K | <0.1% | |
| Vanguard Value Index Admiral Mutual Fund | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
