Northwest Orthopaedic Specialist, P .S.'s EIN is 91-1502837.
Download the official 2024 Form 5500 (PDF) for Northwest Orthopaedic Specialist, P .S. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Northwest Orthopaedic Specialist, P .S.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window, automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHERN CAPITAL MANAGEMENT | 91-1548437 | — | NONE | $118K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RANDALL & HURLEY, INC. | 91-1661080 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $57.5M | 75.2% | |
| [Assets held in common stock] | Other | — | — | $8.7M | 11.4% | |
| [Assets held in interest-bearing cash] | Other | — | — | $5.3M | 6.9% | |
| [Assets held in participant loans] | Other | — | — | $134K | 0.2% |
| LIBERTY LAKE, WA |
| NONE |
| $30K |
| — |
| MERRILL LYNCH PIERCE FENNER SMITH | 13-5674085 | — | NONE | $25K | — |
| GIBSON CAPITAL, LLC | — | WEXFORD, PA | NONE | $16K | — |
| STOREHOUSE FINANCIAL | 20-4095550 | — | NONE | $12K | — |
| NORTH STAR RESOURCE GROUP | — | MADISON, WI | NONE | $10K | — |
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | NONE | $9K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $385 | — |
