Shaun Childs signed Corus Orthodontists LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Corus Orthodontists LLC's EIN is 84-3269833.
Download the official 2024 Form 5500 (PDF) for Corus Orthodontists LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Corus Orthodontists LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 COMPANY | 84-0467907 | GREENWOOD VILLAGE, MN | RECORDKEEPER | $23K | — |
| ALERUS FINANCIAL NA | — | GRAND FORKS, ND | CONTRACT ADMIN | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES INC |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 Mutual Fund | Mutual Funds | — | — | $9.9M | 23.6% | |
| Vanguard Target Retirement 2040 Mutual Fund | Mutual Funds | — | — | $8.6M | 20.4% | |
| Vanguard Target Retirement 2025 Mutual Fund | Mutual Funds | — | — | $4.3M | 10.3% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $3.8M | 9.1% | |
| Vanguard Target Retirement 2030 Mutual Fund | Mutual Funds | — | — | $3.5M | 8.3% | |
| Vanguard Target Retirement 2045 Mutual Fund | Mutual Funds | — | — | $2.5M | 6.0% | |
| Vanguard Equity Income Adm | Mutual Funds | — | — | $1.6M | 3.8% | |
| Fixed Annuity * Empower Key Guaranteed Portfolio Fund | Other securities | — | — | $1.5M | 3.5% | |
| Vanguard Target Retirement 2050 Mutual Fund | Mutual Funds | — | — | $1.4M | 3.3% | |
| Vanguard Target Retirement 2055 Mutual Fund | Mutual Funds | — | — | $1.1M | 2.7% | |
| Allspring Special Mid Cap Value R6 | Other securities | — | — | $700K | 1.7% | |
| Vanguard Target Retirement 2060 Mutual Fund | Mutual Funds | — | — | $606K | 1.4% | |
| Vanguard Target Retirement 2020 Mutual Fund | Mutual Funds | — | — | $229K | 0.5% | |
| Baird Core Plus Bond Inst | Other securities | — | — | $209K | 0.5% | |
| JP Morgan Jpmorgan Mid Cap Growth R6 | Other securities | — | — | $205K | 0.5% | |
| Alliance Bernstein Ab Large Cap Growth Z | Mutual Funds | — | — | $196K | 0.5% | |
| American Funds American Funds American Balanced R6 | Mutual Funds | — | — | $193K | 0.5% | |
| PIMCO Globaal Bond Opps (Usd-Hedged) Inst | Mutual Funds | — | — | $192K | 0.5% | |
| Fidelity Small Cap Growth K6 | Mutual Funds | — | — | $173K | 0.4% | |
| Vanguard Vanguaard Total Intl Stock Index | Mutual Funds | — | — | $161K | 0.4% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $141K | 0.3% | |
| American Beacon American Beacon Small Cap Value R6 | Other securities | — | — | $138K | 0.3% | |
| MFS International Growth R6 | Mutual Funds | — | — | $136K | 0.3% | |
| Vanguard Target Retirement 2065 Mutual Fund | Mutual Funds | — | — | $112K | 0.3% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $103K | 0.2% | |
| Charles Schwab Self-Directed Roth | Self-Directed Brokerage | — | — | $94K | 0.2% | |
| Fidelity Us Bond Index | Mutual Funds | — | — | $72K | 0.2% | |
| Vanguard Target Retirement 2070 Mutual Fund | Mutual Funds | — | — | $61K | 0.1% | |
| SDBA Charles Schwab Self-Directed | Self-Directed Brokerage | — | — | $15K | <0.1% | |
| Vanguard Target Retirement Income Inv | Mutual Funds | — | — | $10K | <0.1% | |
| Notes receivable from participantsParticipant loans secured by the balances in the particpants | Participant loans | — | — | $5K | <0.1% | |
| Forfeitures | Other securities | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| CLEVELAND, OH |
| INVESTMENT ADVISOR |
| $76K |
| — |
