Kaelyn Melbourn signed Derick Dermatology, PLLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Derick Dermatology, PLLC's EIN is 20-4569672.
Download the official 2024 Form 5500 (PDF) for Derick Dermatology, PLLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Derick Dermatology, PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 | $47K | — |
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 | |||||
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $3.7M | 26.2% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $2.2M | 15.4% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $1.6M | 11.3% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $1.3M | 9.2% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $1.3M | 9.1% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $1.2M | 8.5% | |
| VANG TOT STK MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $527K | 3.7% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $478K | 3.4% | |
| VANGUARD SM CP GR IDX -ADMIRAL | Registered Investment Companies | — | — | $410K | 2.9% | |
| VANGUARD INFO TECH IDX ADMIRAL | Registered Investment Companies | — | — | $240K | 1.7% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $217K | 1.5% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $157K | 1.1% | |
| VAN GLOBAL EQUITY - INV | Registered Investment Companies | — | — | $154K | 1.1% | |
| VANGUARD MIDCAP GROWTH IDX ADM | Registered Investment Companies | — | — | $118K | 0.8% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $105K | 0.7% | |
| T ROWE PRICE GROWTH STOCK I | Registered Investment Companies | — | — | $85K | 0.6% | |
| VANGUARD HEALTH CARE FUND ADM | Registered Investment Companies | — | — | $66K | 0.5% | |
| COLUMBIA LARGE CAP GROWTH I3 | Registered Investment Companies | — | — | $61K | 0.4% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $55K | 0.4% | |
| VANGUARD EXT MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $50K | 0.4% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $35K | 0.2% | |
| VANGUARD FINANCIALS INDEX ADM | Registered Investment Companies | — | — | $33K | 0.2% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $30K | 0.2% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $24K | 0.2% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $14K | 0.1% | |
| VANGUARD MATERIALS INDEX ADM | Registered Investment Companies | — | — | $7K | <0.1% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $7K | <0.1% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $2K | <0.1% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $2K | <0.1% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
