Laura Beighley signed Sage Dental Management, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sage Dental Management, LLC's EIN is 13-4216896.
Download the official 2024 Form 5500 (PDF) for Sage Dental Management, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sage Dental Management, LLC's plan includes automatic enrollment, profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA), a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $93K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | ADVISOR | $32K | — |
| MML INVESTOR SERVICES LLC |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index | Common Collective Trusts | — | — | $2.3M | 14.7% | |
| Fidelity Freedom Index 2045 Fund Institutional Premium Class | Mutual Funds | — | — | $1.7M | 10.5% | |
| Fidelity Freedom Index 2055 Fund Institutional Premium Class | Mutual Funds | — | — | $1.6M | 10.2% | |
| Fidelity Freedom Index 2050 Fund Institutional Premium Class | Mutual Funds | — | — | $1.6M | 10.0% | |
| Fidelity Freedom Index 2040 Fund Institutional Premium Class | Mutual Funds | — | — | $1.3M | 8.3% | |
| Fidelity Freedom Index 2035 Fund Institutional Premium Class | Mutual Funds | — | — | $1.1M | 7.1% | |
| Fidelity Freedom Index 2030 Fund Institutional Premium Class | Mutual Funds | — | — | $794K | 5.1% | |
| Fidelity Freedom Index 2060 Fund Institutional Premium Class | Mutual Funds | — | — | $769K | 4.9% | |
| JPMorgan Large Cap Growth Fund Class R6 | Other securities | — | — | $734K | 4.7% | |
| Fidelity Freedom Index 2025 Fund Institutional Premium Class | Mutual Funds | — | — | $668K | 4.3% | |
| Fidelity Government Money Market R6 | Mutual Funds | — | — | $433K | 2.8% | |
| Columbia Global Technology Growth Fund Institutional 3 Class | Other securities | — | — | $380K | 2.4% | |
| JPMorgan Mid Cap Growth Fund Class R6 | Other securities | — | — | $306K | 1.9% | |
| BNY Mellon Global Fixed Income - Y ** 679 StocksPLUS International Fund (U.S. Dollar-Hedged) PIMCO ** Institutional | Mutual Funds | — | — | $229K | 1.5% | |
| American Funds American Mutual Fund Class R-6 | Mutual Funds | — | — | $221K | 1.4% | |
| Fidelity Total International Index Fund | Common Collective Trusts | — | — | $195K | 1.2% | |
| BlackRock High Yield Bond K | Other securities | — | — | $153K | 1.0% | |
| American Funds New World Fund Class R-6 | Mutual Funds | — | — | $130K | 0.8% | |
| Fidelity Freedom Index 2010 Fund Institutional Premium Class ** 430 * Fidelity Freedom Index 2015 Fund Institutional Premium Class ** 614 * Fidelity Freedom Index 2020 Fund Institutional Premium Class | Mutual Funds | — | — | $123K | 0.8% | |
| Fidelity Freedom Index Income Institutional Premium Class | Mutual Funds | — | — | $121K | 0.8% | |
| Invesco Small Cap Value Fund Class R6 | Mutual Funds | — | — | $107K | 0.7% | |
| Victory Sycamore Established Value Fund Class R6 | Other securities | — | — | $86K | 0.5% | |
| JPMorgan Core Plus Bond Fund Class R6 | Other securities | — | — | $85K | 0.5% | |
| Buffalo Small Cap Growth Fund Institutional Class | Other securities | — | — | $77K | 0.5% | |
| Fidelity Freedom Index 2070 Fund ** 417 * Fidelity Freedom Index 2065 Fund Institutional Premium Class | Mutual Funds | — | — | $75K | 0.5% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $55K | 0.4% | |
| Fidelity Mid Cap Growth Index Fund | Common Collective Trusts | — | — | $42K | 0.3% | |
| Guggenheim Total Return Bond R6 | Other securities | — | — | $29K | 0.2% | |
| Fidelity Mid Cap Growth Value Fund | Mutual Funds | — | — | $11K | <0.1% | |
| Fidelity Small Cap Value Index Fund | Common Collective Trusts | — | — | $8K | <0.1% | |
| Cohen & Steers Real Estate Securities Fund Class Z | Other securities | — | — | $7K | <0.1% | |
| T. Rowe Price Financial Services I ** 220 T. Rowe Price Health Sciences Fund | Other securities | — | — | $6K | <0.1% | |
| Fidelity Small Cap Growth Index Fund | Common Collective Trusts | — | — | $5K | <0.1% | |
| MFS International Growth Fund Class R6 ** 222 Dimensional Fund Advisors Commodity Strategy Institutional | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-1590850 |
| — |
| ADVISOR |
| $5K |
| — |
