American Orthopedic Partners LLC's EIN is 85-2753219.
Download the official 2024 Form 5500 (PDF) for American Orthopedic Partners LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)American Orthopedic Partners LLC'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 |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | RECORDKEEPER | $33K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES INC. | 33-0785439 | — | ADVISOR | $36K | — |
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 | |||||
|---|---|---|---|---|---|---|
| similar party investment Cost** Current value * Vanguard 500 Index Adm Mutual Fund | Common Collective Trusts | — | — | $4.4M | 18.4% | |
| Vanguard Target Retirement 2030 Fund Mutual Fund | Mutual Funds | — | — | $4.0M | 16.7% | |
| Vanguard Target Retirement 2035 Fund Mutual Fund | Mutual Funds | — | — | $3.3M | 13.8% | |
| Vanguard Target Retirement 2040 Fund Mutual Fund | Mutual Funds | — | — | $2.5M | 10.6% | |
| Vanguard Target Retirement 2045 Fund Mutual Fund | Mutual Funds | — | — | $1.6M | 6.9% | |
| Vanguard Target Retirement 2050 Fund Mutual Fund | Mutual Funds | — | — | $1.2M | 5.1% | |
| Vanguard Growth Index Adm Mutual Fund | Mutual Funds | — | — | $1.1M | 4.6% | |
| Vanguard Target Retirement 2055 Fund Mutual Fund | Mutual Funds | — | — | $977K | 4.1% | |
| Vanguard Target Retirement 2025 Fund Mutual Fund | Mutual Funds | — | — | $587K | 2.5% | |
| Vanguard Target Retirement 2070 Fund Mutual Fund | Mutual Funds | — | — | $468K | 2.0% | |
| Vanguard Total Stock Market Index Adm Mutual Fund | Common Collective Trusts | — | — | $378K | 1.6% | |
| Vanguard Target Retirement 2060 Fund Mutual Fund | Mutual Funds | — | — | $326K | 1.4% | |
| Vanguard Federal Money Market Inv Mutual Fund | Mutual Funds | — | — | $243K | 1.0% | |
| Vanguard Target Retirement Income Fund Mutual Fund | Mutual Funds | — | — | $234K | 1.0% | |
| Vanguard Balanced Index Adm Mutual Fund | Mutual Funds | — | — | $187K | 0.8% | |
| Vanguard Target Retirement 2020 Fund Mutual Fund | Mutual Funds | — | — | $179K | 0.8% | |
| Vanguard Mid Cap Index Adm Mutual Fund | Mutual Funds | — | — | $133K | 0.6% | |
| Vanguard Total Bond Market Index Adm Mutual Fund | Mutual Funds | — | — | $130K | 0.5% | |
| Vanguard Small-Cap Growth Index Adm Mutual Fund | Mutual Funds | — | — | $115K | 0.5% | |
| Vanguard Value Index Adm Mutual Fund | Mutual Funds | — | — | $113K | 0.5% | |
| Vanguard Developed Mkts Index Adm Mutual Fund | Mutual Funds | — | — | $95K | 0.4% | |
| Schwab Self-Direct Invest Fund V Self Directed | Self-Directed Brokerage | — | — | $87K | 0.4% | |
| Vanguard Emerging Mkts Stock Idx Adm Mutual Fund | Common Collective Trusts | — | — | $79K | 0.3% | |
| Vanguard Target Retirement 2065 Fund Mutual Fund | Mutual Funds | — | — | $74K | 0.3% | |
| Fidelity International Index Mutual Fund | Mutual Funds | — | — | $70K | 0.3% | |
| similar party investment Cost** Current value Interest rates ranging from * Notes receivable from participants 4.25% to 9.50% - | Bonds / Notes | — | — | $50K | 0.2% | |
| Vanguard Small-Cap Value Index Adm Mutual Fund | Mutual Funds | — | — | $42K | 0.2% | |
| Vanguard Total Intl Bond Index Adm Mutual Fund | Mutual Funds | — | — | $40K | 0.2% | |
| Vanguard Small-Cap Index Adm Mutual Fund | Mutual Funds | — | — | $38K | 0.2% | |
| Vanguard S-T Infl-Prot Sec Idx Adm Mutual Fund | Common Collective Trusts | — | — | $22K | <0.1% | |
| Schwab Self-Direct Cash Fund V Self Directed | Self-Directed Brokerage | — | — | $4K | <0.1% | |
| AMERICAN FUNDS 2010 TD JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| FIDELITY ADVISOR TOTAL BOND JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FUNDS 2020 TD JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FUNDS 2025 TD JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FUNDS 2030 TD JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FUNDS 2035 TD JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FUNDS 2040 TD JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FUNDS 2045 TD JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FUNDS 2050 TD JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FUNDS 2015 TD JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FUNDS 2060 TD JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FUNDS 2065 TD JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JH LIFESTYLE BLN CONSERVATIVE JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JH LIFESTYLE BLEND MODERATE JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JH LIFESTYLE BLEND BALANCED JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JH LIFESTYLE BLEND GROWTH JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JH LIFESTYLE BLEND AGGRESSIVE JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| 500 INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| THRIVENT MID CAP STOCK FUND JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
