GREG Carroll signed Southern CA Orthopedic INST's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Southern CA Orthopedic INST's EIN is 95-3150156.
Download the official 2024 Form 5500 (PDF) for Southern CA Orthopedic INST from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Southern CA Orthopedic INST's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $63K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MGMT INC. |
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 | |||||
|---|---|---|---|---|---|---|
| AB LARGE CAP GROWTH ADVISOR | Registered Investment Companies | — | — | $5.0M | 12.8% | |
| VANG TOT STK MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $4.0M | 10.4% | |
| AMF 2025 TARGET DATE FD - R5 | Registered Investment Companies | — | — | $2.9M | 7.5% | |
| AMER FUNDS NEW PERSPECTIVE -R4 | Registered Investment Companies | — | — | $2.7M | 6.9% | |
| FID 500 IND | Registered Investment Companies | — | — | $2.0M | 5.3% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $2.0M | 5.1% | |
| AMF 2055 TRGT DATE RETIRE R5 | Registered Investment Companies | — | — | $1.7M | 4.3% | |
| AMF 2035 TARGET DATE FD - R5 | Registered Investment Companies | — | — | $1.5M | 3.8% | |
| INVESCO STABLE ASSET ADP30 INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $1.5M | 3.8% | |
| PGIM JENNISON INTL OPPS R6 | Registered Investment Companies | — | — | $1.5M | 3.8% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $1.4M | 3.6% | |
| AMF 2045 TARGET DATE FD - R5 | Registered Investment Companies | — | — | $1.4M | 3.5% | |
| PIMCO INCOME ADMIN | Registered Investment Companies | — | — | $882K | 2.3% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $809K | 2.1% | |
| MFS MID CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $794K | 2.0% | |
| AB DISCOVERY GROWTH ADV | Registered Investment Companies | — | — | $690K | 1.8% | |
| BROKERAGE FUND OPTIONS SELF-DIRECTED BROKERAGE ACCT | Self-Directed Brokerage | — | — | $658K | 1.7% | |
| AMF 2020 TARGET DATE FD - R5 | Registered Investment Companies | — | — | $515K | 1.3% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $504K | 1.3% | |
| AMF INCOME FUND OF AMERICA- R4 | Registered Investment Companies | — | — | $501K | 1.3% | |
| AMF 2030 TARGET DATE FD - R5 | Registered Investment Companies | — | — | $495K | 1.3% | |
| AMERICAN MUTUAL FUND -R6 | Registered Investment Companies | — | — | $458K | 1.2% | |
| AMF 2040 TARGET DATE FD - R5 | Registered Investment Companies | — | — | $432K | 1.1% | |
| AMERICAN FUNDS SMCAP WRLD -R4 | Registered Investment Companies | — | — | $340K | 0.9% | |
| PIMCO STOCKSPLUS INTL I | Registered Investment Companies | — | — | $337K | 0.9% | |
| AMERICAN FUNDS NEW WRLD - R4 | Registered Investment Companies | — | — | $332K | 0.9% | |
| VIC CORE PLUS INTERM BOND FC | Registered Investment Companies | — | — | $327K | 0.8% | |
| AMF 2010 TARGET DATE FD - R5 | Registered Investment Companies | — | — | $311K | 0.8% | |
| PRINCIPAL REAL ESTATE SEC R3 | Registered Investment Companies | — | — | $295K | 0.8% | |
| AMERICAN CAP INC BLDER - R4 | Registered Investment Companies | — | — | $270K | 0.7% | |
| LA SHORT DURATION INC - A | Registered Investment Companies | — | — | $203K | 0.5% | |
| VANG HI YLD CORP ADM | Registered Investment Companies | — | — | $176K | 0.5% | |
| VANGUARD EXPLORER ADMIN | Registered Investment Companies | — | — | $174K | 0.4% | |
| AMF 2015 TARGET DATE FD - R5 | Registered Investment Companies | — | — | $95K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 94-3106735 |
| — |
| BROKER |
| $15 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HCVT CERTIFIED PUBLIC ACCOUNTANTS | 95-4345526 | — | ACCOUNTANT | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | 20-8764829 | — | INVESTMENT/FINANCIAL ADVI | $30K | — |
