Wendi Newton signed Bouldercentre for Orthopedics, P.C.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bouldercentre for Orthopedics, P.C.'s EIN is 84-0614901.
Download the official 2024 Form 5500 (PDF) for Bouldercentre for Orthopedics, P.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bouldercentre for Orthopedics, P.C.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $28K | — |
| EMPOWER ADVISORY GROUP | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $7K | — |
| ASCENSUS HOLDINGS | — | SAN DIEGO, CA | CONTRACT ADMIN | $6K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
| MORGAN STANLEY SMITH BARNEY LLC | — | NEW YORK, NY | BROKER/ADVISER | $0 | — |