Christina Owens signed Oral Surgery Partners MSO, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Oral Surgery Partners MSO, LLC's EIN is 83-4654354.
Download the official 2024 Form 5500 (PDF) for Oral Surgery Partners MSO, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Oral Surgery Partners MSO, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EPIC RETIREMENT PLAN SERVICES | 16-1450952 | — | NONE | $100K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MONETA GROUP LLC | 20-1903821 | — | NONE | $58K | — |
| CHARLES SCHWAB TRUST BANK |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SCHWAB INDEXED RET TRUST FD 2030 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 015 | Common Collective Trust | — | — | $6.5M | 12.8% | |
| SCHWAB INDEXED RET TRUST FD 2045 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 018 | Common Collective Trust | — | — | $5.8M | 11.4% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $4.6M | 9.1% | |
| SCHWAB INDEXED RET TRUST FD 2040 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 017 | Common Collective Trust | — | — | $4.5M | 8.9% | |
| SCHWAB INDEXED RET TRUST FD 2035 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 016 | Common Collective Trust | — | — | $4.5M | 8.9% | |
| SCHWAB INDEXED RET TRUST FD 2050 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 019 | Common Collective Trust | — | — | $4.2M | 8.4% | |
| SCHWAB INDEXED RET TRUST FD 2015 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 012 | Common Collective Trust | — | — | $2.5M | 4.9% | |
| SCHWAB INDEXED RET TRUST FD 2060 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 023 | Common Collective Trust | — | — | $2.3M | 4.5% | |
| SCHWAB INDEXED RET TRUST FD 2025 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 014 | Common Collective Trust | — | — | $1.8M | 3.6% | |
| SCHWAB INDEXED RET TRUST FD 2055 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 021 | Common Collective Trust | — | — | $1.5M | 3.0% | |
| T. Rowe Price T. Rowe Price Large-Cap Growth Fund | Other securities | — | — | $1.2M | 2.5% | |
| SCHWAB INDEXED RET TRUST FD 2020 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 013 | Common Collective Trust | — | — | $1.1M | 2.2% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $634K | 1.3% | |
| JPMorgan Mid Cap Value Fund | Other securities | — | — | $576K | 1.1% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $559K | 1.1% | |
| Dodge & Cox Funds Dodge & Cox Stock Fund | Mutual Funds | — | — | $510K | 1.0% | |
| Ivy Funds Delaware Ivy Mid Cap Growth Fund | Other securities | — | — | $399K | 0.8% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $371K | 0.7% | |
| Advisors' Inner Circle William Blair Small Cap Value Fund | Other securities | — | — | $320K | 0.6% | |
| T. Rowe Price T. Rowe Price QM U.S. Small-Cap Growth Equity Fund | Other securities | — | — | $242K | 0.5% | |
| Participant Loans Interest at 5.25% from 10.50% - | Bonds / Notes | — | — | $188K | 0.4% | |
| Neuberger Berman Income Funds Neuberger Berman Core Bond Fund | Other securities | — | — | $179K | 0.4% | |
| Fidelity Emerging Markets Idx | Common Collective Trusts | — | — | $127K | 0.3% | |
| SCHWAB INDEXED RET TRUST FD 2010 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 011 | Common Collective Trust | — | — | $122K | 0.2% | |
| American Funds American Funds EuroPacific Growth Fund | Mutual Funds | — | — | $115K | 0.2% | |
| Wells Fargo Wells Fargo Stable Value Fund | Stable Value | — | — | $79K | 0.2% | |
| GALLIARD STABLE RETURN FUND C SEI TRUST COMPANY · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $79K | 0.2% | |
| SCHWAB INDEXED RET TRUST FD 2065 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 025 | Common Collective Trust | — | — | $53K | 0.1% | |
| Fidelity Inflation-Protected Bond Index Fund | Common Collective Trusts | — | — | $51K | 0.1% | |
| iShares Developed Real Estate Index Fund | Common Collective Trusts | — | — | $45K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 82-3967259 |
| — |
| NONE |
| $0 |
| — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
