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Original filing (PDF)20251009180807NAL0004153043001
AMERICAN DENTAL PARTNERS, INC.
Form 5500
FILING_RECEIVED
AMERICAN DENTAL PARTNERS, INC. SAVINGS AND RETIREMENT PLAN
401(k) retirement plan
Active participants
565
Accounts w/ balance
896
Plan assets (EOY)
$59.5M
Net assets (EOY)
$59.5M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AMERICAN DENTAL PARTNERS, INC..
Plan sponsor
Name
AMERICAN DENTAL PARTNERS, INC.
EIN
04-3297858
Address
1200 NETWORK CENTRE DR. · EFFINGHAM, IL · 62401
Phone
(217) 540-5100
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2U · Association Retirement Plan
Audit & trust (Schedule H)
Auditor
MARTIN HOOD
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $641 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIENT ADVISORS LLC | — | CHICAGO, IL | INVESTMENT ADVISOR | $40K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MH CPA LLC | — | CHAMPAIGN, IL | AUDITOR | $21K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $12K | — |
Investments
30 direct securities · 1 pooled fund· $59.1M(99% of reported assets)
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.
Uncategorized
$55.6M
30 holdings
Common Collective Trust
$3.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Party-in- (b) & (c) (d) Current Interest Identity of Party Involved and Description of Investment Cost Value Mutual Funds, at Fair Value I-Shares S&P 500 Index Fund | — | — | — | $8.0M | 13.4% | |
| Harbor Capital Appreciation Fund | — | — | — | $5.2M | 8.8% | |
| T. Rowe Price Retirement 2040 Fund | — | — | — | $3.7M | 6.2% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $3.5M | 6.0% | |
| T. Rowe Price Retirement 2045 Fund | — | — | — | $3.3M | 5.5% | |
| T. Rowe Price Retirement 2050 Fund | — | — | — | $3.3M | 5.5% | |
| Putnam Large Cap Value Fund | — | — | — | $3.2M | 5.5% | |
| T. Rowe Price Retirement 2055 Fund | — | — | — | $2.9M | 4.8% | |
| American Funds Europacific Growth Fund | — | — | — | $2.8M | 4.6% | |
| T. Rowe Price Retirement 2035 Fund | — | — | — | $2.6M | 4.4% | |
| T. Rowe Price Retirement 2025 Fund | — | — | — | $2.4M | 4.0% | |
| T. Rowe Price Retirement 2030 Fund | — | — | — | $2.2M | 3.7% | |
| Artisan Mid Cap Fund | — | — | — | $2.1M | 3.5% | |
| BlackRock Total Return Fund | — | — | — | $2.0M | 3.4% | |
| Vanguard Total Bond Market Index Fund | — | — | — | $2.0M | 3.3% | |
| PIMCO Rae US Small Institutional | — | — | — | $1.7M | 2.9% | |
| T. Rowe Price Retirement 2060 Fund | — | — | — | $1.7M | 2.8% | |
| Vanguard Developed Markets Index Fund | — | — | — | $1.1M | 1.8% | |
| Vanguard Small Cap Index Fund | — | — | — | $1.1M | 1.8% | |
| Vanguard Mid Cap Index Fund | — | — | — | $871K | 1.5% | |
| American Century Mid Cap Value Fund | — | — | — | $716K | 1.2% | |
| T. Rowe Price Retirement 2020 Fund | — | — | — | $685K | 1.2% | |
| Conestoga Small Cap Fund | — | — | — | $559K | 0.9% | |
| T. Rowe Price Retirement 2015 Fund | — | — | — | $421K | 0.7% | |
| DFA Inflation Protected Securities I Fund | — | — | — | $339K | 0.6% | |
| Hartford Schroders Emerging Markets Equity Fund | — | — | — | $253K | 0.4% | |
| T. Rowe Price Retirement 2065 Fund | — | — | — | $223K | 0.4% | |
| Brandywine-Global Global Opportunities Bond Fund | — | — | — | $152K | 0.3% | |
| Party-in- (b) & (c) (d) Current Interest Identity of Party Involved and Description of Investment Cost Value Mutual Funds, at Fair Value (Continued) T. Rowe Price Retirement 2010 Fund | — | — | — | $101K | 0.2% | |
| T. Rowe Price Retirement 2005 Fund | — | — | — | $41K | <0.1% | |
| Vanguard FTSE All-World Ex-US Small Cap Index Fund | — | — | — | $23K | <0.1% |