Kristen Kuyoc signed Orthodontic Partners, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Orthodontic Partners, LLC's EIN is 84-2065086.
Download the official 2024 Form 5500 (PDF) for Orthodontic Partners, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Orthodontic Partners, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $57K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $3.0M | 13.4% | |
| Fidelity Freedom Index 2045 Premium Fund | Mutual Funds | — | — | $2.7M | 12.1% | |
| Fidelity Freedom Index 2055 Premium Fund | Mutual Funds | — | — | $1.8M | 8.1% | |
| Fidelity Freedom Index 2040 Premium Fund | Mutual Funds | — | — | $1.7M | 7.7% | |
| Fidelity Freedom Index 2025 Premium Fund | Mutual Funds | — | — | $1.3M | 6.1% | |
| Fidelity Freedom Index 2050 Premium Fund | Mutual Funds | — | — | $1.2M | 5.6% | |
| Fidelity Freedom Index 2030 Premium Fund | Mutual Funds | — | — | $1.2M | 5.4% | |
| Fidelity Freedom Index 2060 Premium Fund | Mutual Funds | — | — | $1.1M | 5.0% | |
| Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $1.0M | 4.7% | |
| Fidelity Freedom Index 2065 Premium Fund | Mutual Funds | — | — | $920K | 4.2% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $848K | 3.9% | |
| Fidelity Freedom Index 2035 Premium Fund | Mutual Funds | — | — | $793K | 3.6% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $696K | 3.2% | |
| PUTNAM STABLE VALUE FUND (15) PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $480K | 2.2% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $466K | 2.1% | |
| Baird Aggregate Bond Institutional Fund | Other securities | — | — | $466K | 2.1% | |
| Principal Trust Company American Funds Europacific Growth Fund R6 | Mutual Funds | — | — | $385K | 1.8% | |
| Vanguard Emerging Markets Stock Index Admiral Shar | Mutual Funds | — | — | $362K | 1.6% | |
| American Funds New Perspective Fund R6 | Mutual Funds | — | — | $278K | 1.3% | |
| FRANKLN SMALL CAP VALUE GG R GREAT GRAY TRUST COMPANY · EIN 38-4126289 / PN 594 | Common Collective Trust | — | — | $262K | 1.2% | |
| Fidelity Real Estate Index Fund | Common Collective Trusts | — | — | $260K | 1.2% | |
| Invesco Discovery Fund R6 | Mutual Funds | — | — | $193K | 0.9% | |
| AT-T ROWE PRICE LG CP GR CL L ALTA TRUST COMPANY · EIN 87-2326243 / PN 001 | Common Collective Trust | — | — | $163K | 0.7% | |
| PUTNAM LARGE CP VALUE TRUST IA PUTNAM FIDUCIARY TRUST COMPANY · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $138K | 0.6% | |
| Participants Participant notes receivable bearing interest ranging from 4.41 percent to 9.50 percent - | Other securities | — | — | $129K | 0.6% | |
| Fidelity Freedom Index 2020 Premium Fund | Mutual Funds | — | — | $96K | 0.4% | |
| Fidelity Freedom Index Income Premium Fund | Mutual Funds | — | — | $44K | 0.2% | |
| Fidelity Freedom Index 2015 Premium Fund | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
