Center for Orthopaedics and Spine, LLC's EIN is 84-3425820.
Download the official 2024 Form 5500 (PDF) for Center for Orthopaedics and Spine, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Center for Orthopaedics and Spine, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $16K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $5K | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | — | $90 | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO |
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 | |||||
|---|---|---|---|---|---|---|
| Empower SDB Self Directed Brokerage Accts | Self-Directed Brokerage | — | — | $6.9M | 31.6% | |
| Fidelity 500 Index Mutual Fund | Common Collective Trusts | — | — | $1.9M | 8.8% | |
| AF 2050 Target Date Retire Mutual Fund | Other securities | — | — | $1.3M | 5.7% | |
| Fidelity Large Cap Value Idx Mutual Fund | Common Collective Trusts | — | — | $1.1M | 5.2% | |
| Fidelity Small Cap Idx Mutual Fund | Common Collective Trusts | — | — | $1.1M | 4.8% | |
| Fidelity Large Cap Growth Idx Mutual Fund | Common Collective Trusts | — | — | $968K | 4.4% | |
| T. Rowe Price US Equity Resear Mutual Fund | Other securities | — | — | $868K | 4.0% | |
| PGIM Quant Solutions Lg Cap Mutual Fund | Other securities | — | — | $863K | 3.9% | |
| AF 2040 Target Date Retire Mutual Fund | Other securities | — | — | $863K | 3.9% | |
| AF 2035 Target Date Retire Mutual Fund | Other securities | — | — | $846K | 3.9% | |
| Fidelity International Index Mutual Fund | Mutual Funds | — | — | $759K | 3.5% | |
| AF 2030 Target Date Retire Mutual Fund | Other securities | — | — | $589K | 2.7% | |
| AF 2045 Target Date Retire Mutual Fund | Other securities | — | — | $540K | 2.5% | |
| Fidelity Mid Cap Index Mutual Fund | Mutual Funds | — | — | $446K | 2.0% | |
| AF 2055 Target Date Retire Mutual Fund | Other securities | — | — | $419K | 1.9% | |
| E1 Fixed Account Fixed Annities | Other securities | — | — | $403K | 1.8% | |
| AF 2060 Target Date Retire Mutual Fund | Other securities | — | — | $331K | 1.5% | |
| BLACKROCK TOTAL RETURN BOND CL 6 GREAT GRAY · EIN 82-2941483 / PN 264 | Common Collective Trust | — | — | $207K | 0.9% | |
| Participant Notes Receivable Various Interest Rates | Other securities | — | — | $143K | 0.7% | |
| AF 2025 Target Date Retire Mutual Fund | Other securities | — | — | $108K | 0.5% | |
| AF US Government Sec R6 Mutual Fund | Other securities | — | — | $97K | 0.4% | |
| AF Capital Inc Bldr R6 Mutual Fund | Common Stocks | — | — | $63K | 0.3% | |
| Fidelity Small Cap Growth Idx Mutual Fund | Common Collective Trusts | — | — | $45K | 0.2% | |
| Invesco Core Bond R6 Mutual Fund 918 * JP Morgan Emerging Markets Mutual Fund | Mutual Funds | — | — | $44K | 0.2% | |
| AF Europacific Growth R6 Mutual Fund | Other securities | — | — | $38K | 0.2% | |
| Fidelity Small Cap Value Idx Mutual Fund | Common Collective Trusts | — | — | $34K | 0.2% | |
| PGIM High Yield Mutual Fund | Other securities | — | — | $27K | 0.1% | |
| Franklin Real Estate Securitie Mutual Fund | Mutual Funds | — | — | $18K | <0.1% | |
| Fidelity Mid Cap Value Idx Mutual Fund | Common Collective Trusts | — | — | $16K | <0.1% | |
| Fidleity Mid Cap Growth Mutual Fund | Other securities | — | — | $11K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T.E. LOTT & COMPANY, P.A. | — | COLUMBUS, MS | CONTRACT ADMIN | $2K | — |
