Orthoalliance MSO, LLC's EIN is 84-2250518.
Download the official 2024 Form 5500 (PDF) for Orthoalliance MSO, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Orthoalliance 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 |
|---|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS, LLC | 02-0488491 | — | SERVICE PROVIDER | $48K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LATITUTDE SERVICE COMPANY | 82-1371994 | — | SERVICE PROVIDER | $66K | — |
| BARNES DENNIG | 31-1119890 |
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 | |||||
|---|---|---|---|---|---|---|
| SEPERATE ACCOUNT D VOYA RETIREMENT AND INSURANCE ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $213.5M | 91.5% | |
| Vanguard 500 Index Fund | Common Collective Trusts | — | — | $37.9M | 16.2% | |
| Vanguard U.S. Growth Fund | Mutual Funds | — | — | $22.3M | 9.5% | |
| Nuveen Lifecycle Index 2035 Fund | Mutual Funds | — | — | $22.0M | 9.4% | |
| Nuveen Lifecycle Index 2045 Fund | Mutual Funds | — | — | $16.7M | 7.2% | |
| Nuveen Lifecycle Index 2040 Fund | Mutual Funds | — | — | $14.3M | 6.1% | |
| Nuveen Lifecycle Index 2030 Fund | Mutual Funds | — | — | $13.2M | 5.6% | |
| Nuveen Lifecycle Index 2025 Fund | Mutual Funds | — | — | $12.2M | 5.2% | |
| Nuveen Lifecycle Index 2055 Fund | Mutual Funds | — | — | $11.3M | 4.9% | |
| Nuveen Lifecycle Index 2050 Fund | Mutual Funds | — | — | $9.7M | 4.2% | |
| Voya Intermediate Bond Fund | Other securities | — | — | $8.7M | 3.7% | |
| Vanguard Total International Stock Index Fund | Common Collective Trusts | — | — | $7.2M | 3.1% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $6.8M | 2.9% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $5.8M | 2.5% | |
| American Funds EuroPacific Growth Fund | Mutual Funds | — | — | $5.7M | 2.4% | |
| Voya Mid Cap Opportunities Portfolio | Other securities | — | — | $5.1M | 2.2% | |
| Voya Traditional investment contract | Other securities | — | — | $4.4M | 1.9% | |
| Nuveen Lifecycle Index 2060 Fund | Mutual Funds | — | — | $3.4M | 1.4% | |
| PIMCO Real Return Fund | Mutual Funds | — | — | $2.5M | 1.1% | |
| Nuveen Lifecycle Index 2020 Fund | Mutual Funds | — | — | $2.5M | 1.1% | |
| American Funds American Balanced Fund | Mutual Funds | — | — | $1.5M | 0.6% | |
| Nuveen Lifecycle Index 2065 Fund | Mutual Funds | — | — | $1.2M | 0.5% | |
| JP Morgan US Value Fund | Other securities | — | — | $1.1M | 0.5% | |
| Dimensional Fund Targeted Value Portfolio | Mutual Funds | — | — | $995K | 0.4% | |
| Nuveen Lifecycle Index Retirement Income Fund | Mutual Funds | — | — | $839K | 0.4% | |
| Nuveen Lifecycle Index 2015 Fund | Mutual Funds | — | — | $502K | 0.2% | |
| Voya Government Money Market Fund | Cash / Money Market | — | — | $130K | <0.1% | |
| Nuveen Lifecycle Index 2010 Fund | Mutual Funds | — | — | $35K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| SERVICE PROVIDER |
| $7K |
| — |
