Ortholonestar, PLLC's EIN is 84-2136648.
Download the official 2024 Form 5500 (PDF) for Ortholonestar, PLLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ortholonestar, PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| JOHN HANCOCK | 80-0709115 | — | RECORDKEEPER | $124K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE MANDMARBLESTONE GROUP LLC | 20-4780677 | HAVERTOWN, PA | THIRD PARTY ADMINISTRATO | $56K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fd 155,859.90 Shares (1) | Common Collective Trusts | — | — | $31.8M | 13.8% | |
| Vanguard Target Ret 2035 Inst 1,114,288.89 Shares (1) | Mutual Funds | — | — | $26.7M | 11.6% | |
| Vanguard Target Ret 2025 Inst 1,419,285.24 Shares (1) | Mutual Funds | — | — | $26.5M | 11.5% | |
| Vanguard Target Ret 2040 Inst 501,876.64 Shares (1) | Mutual Funds | — | — | $21.7M | 9.4% | |
| Vanguard Target Ret 2030 Inst 549,592.60 Shares (1) | Mutual Funds | — | — | $20.8M | 9.0% | |
| Vanguard Target Ret 2045 Inst 457,548.57 Shares (1) | Mutual Funds | — | — | $13.6M | 5.9% | |
| Vanguard Target Ret 2020 Inst 395,875.94 Shares (1) | Mutual Funds | — | — | $10.5M | 4.5% | |
| JP Morgan Large Growth Fund R6 105,754.39 Shares (1) | Other securities | — | — | $8.9M | 3.8% | |
| Vanguard Target Ret 2050 Inst 133,104.40 Shares (1) | Mutual Funds | — | — | $6.6M | 2.9% | |
| JP Morgan Equity Income R6 242,109.79 Shares (1) | Other securities | — | — | $5.8M | 2.5% | |
| Vanguard Target Ret Inc Inst 399,954.05 Shares (1) | Mutual Funds | — | — | $5.2M | 2.3% | |
| Fidelity Total Intl Index 346,494.15 Shares (1) | Mutual Funds | — | — | $4.7M | 2.0% | |
| Vanguard Target Ret 2055 Inst 81,950.28 Shares (1) | Mutual Funds | — | — | $4.6M | 2.0% | |
| JP Morgan U.S. Equity Fd R6 178,614.88 Shares (1) | Other securities | — | — | $4.5M | 1.9% | |
| Fidelity Mid Cap Index Fund 131,641.92 Shares (1) | Common Collective Trusts | — | — | $4.4M | 1.9% | |
| Baird Core Plus Bond Inst 300,890.12 Shares (1) | Other securities | — | — | $3.0M | 1.3% | |
| Fidelity Sm Cap Index Fund 100,969.63 Shares (1) | Common Collective Trusts | — | — | $2.8M | 1.2% | |
| Fidelity US Bond Index Fd 263,466.27 Shares (1) | Mutual Funds | — | — | $2.7M | 1.2% | |
| Self-Directed Brokerage Account 2,405,441.09 Shares (1) | Self-Directed Brokerage | — | — | $2.4M | 1.0% | |
| MFS Instl Diversification Fund R6 103,689.21 Shares (1) | Mutual Funds | — | — | $2.4M | 1.0% | |
| Fidelity Advisor Balanced Z 75,141.92 Shares (1) | Mutual Funds | — | — | $2.2M | 1.0% | |
| AB SC Growth Portfolio Z 26,816.19 Shares (1) | Other securities | — | — | $2.0M | 0.9% | |
| Participant Loans 4.25% - 9.50% Interest | Bonds / Notes | — | — | $1.4M | 0.6% | |
| Vanguard Target Ret 2060 Inst 27,835.23 Shares (1) | Mutual Funds | — | — | $1.4M | 0.6% | |
| Principal Real Estate Sec Inst 46,947.39 Shares (1) | Other securities | — | — | $1.3M | 0.6% | |
| JP Morgan Mid Cap Growth R6 22,706.00 Shares (1) | Other securities | — | — | $1.2M | 0.5% | |
| MFS Mid Cap Value Fd R6 26,391.27 Shares (1) | Mutual Funds | — | — | $839K | 0.4% | |
| Goldman Sm Cap Val Insights R6 12,574.36 Shares (1) | Other securities | — | — | $694K | 0.3% | |
| Vanguard Target Ret 2065 Inst 19,797.38 Shares (1) | Mutual Funds | — | — | $666K | 0.3% | |
| MORLEY STABLE VALUE C1 25-I MORLEY FINANCIAL SERVICES, INC. · EIN 93-6274329 / PN 000 | Common Collective Trust | — | — | $485K | 0.2% | |
| BlackRock High Yld Bd Prt K 47,746.65 Shares (1) | Other securities | — | — | $339K | 0.1% | |
| DFA Inflation-Protect Secs I 22,103.12 Shares (1) | Mutual Funds | — | — | $238K | 0.1% | |
| JPMorgan US Govt MMkt Cap Cl 142,014.55 Shares (1) | Mutual Funds | — | — | $142K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
