CORY Rose signed Aspen Dental Management, Inc.'s 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Aspen Dental Management, Inc.'s EIN is 22-3635491.
Download the official 2022 Form 5500 (PDF) for Aspen Dental Management, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Aspen Dental Management, Inc.'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 |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $375K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | — | RALEIGH, NC | NONE | $76K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Northern Trust S&P 500 IDX 4 | Common Collective Trusts | — | — | $28.2M | 8.6% | |
| NT COLLECTIVE S&P 500 INDEX FUND L NORTHERN TRUST INVESTMENTS INC. · EIN 45-6138589 / PN 001 | Common Collective Trust | — | — | $28.2M | 8.6% | |
| Harbor Capital APP Retirement | Other securities | — | — | $28.2M | 8.6% | |
| Dodge & Cox INTL Stock I | Mutual Funds | — | — | $27.3M | 8.4% | |
| VANGUARD TARGET RET 2055 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $24.9M | 7.6% | |
| TRP STABLE VALUE FUND - N T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $24.7M | 7.6% | |
| VANGUARD TARGET RET 2050 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $24.3M | 7.4% | |
| MFS LARGE CAP VALUE FUND MFS HERITAGE TRUST COMPANY · EIN 57-1187281 / PN 003 | Common Collective Trust | — | — | $21.3M | 6.5% | |
| VANGUARD TARGET RET 2045 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $19.6M | 6.0% | |
| VANGUARD TARGET RET 2040 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $17.1M | 5.2% | |
| VANGUARD TARGET RET 2035 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $12.5M | 3.8% | |
| INST Small-Cap Stock Fund | Other securities | — | — | $12.0M | 3.7% | |
| VANGUARD TARGET RET 2060 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $11.3M | 3.5% | |
| Met West Total Return Bond PLN | Other securities | — | — | $10.9M | 3.3% | |
| MFS MID CAP GROWTH FUND CT WILLMINGTON TRUST COLLECTIVE INVESTMENT TRUST · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $9.6M | 3.0% | |
| Northern Trust EXT Eq IDK 4 | Other securities | — | — | $8.8M | 2.7% | |
| NT COLL EXT EQ MRKT IND DC NL NORTHERN TRUST INVESTMENTS INC. · EIN 45-6138589 / PN 100 | Common Collective Trust | — | — | $8.8M | 2.7% | |
| VANGUARD TARGET RET 2030 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $8.6M | 2.6% | |
| MFS MID CAP VALUE FUND CT WILLMINGTON TRUST COLLECTIVE INVESTMENT TRUST · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $8.1M | 2.5% | |
| Goldman Sachs Small Cap Val R6 | Other securities | — | — | $6.3M | 1.9% | |
| VANGUARD TARGET RET 2025 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $5.3M | 1.6% | |
| Participant Loans | Participant loans | — | — | $4.9M | 1.5% | |
| VANGUARD TARGET RET 2065 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $4.5M | 1.4% | |
| NT ACWI Ex-Us IMI FD DC NL T4 | Other securities | — | — | $2.6M | 0.8% | |
| NT ALL CTRY EXUS INV MKT IND NL NORTHERN TRUST INVESTMENTS INC. · EIN 45-6138589 / PN 125 | Common Collective Trust | — | — | $2.6M | 0.8% | |
| VANGUARD TARGET RET INC TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $2.2M | 0.7% | |
| NT Agg Bond Index Fund NL T4 | Common Collective Trusts | — | — | $1.7M | 0.5% | |
| NT COLLECTIVE AGGREGATE BOND IND NL NORTHERN TRUST INVESTMENTS INC. · EIN 45-6138589 / PN 088 | Common Collective Trust | — | — | $1.7M | 0.5% | |
| VANGUARD TARGET RET 2020 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $1.5M | 0.5% | |
| U.S. Treasury Money Fund | Other securities | — | — | $578K | 0.2% | |
| VANGUARD TARGET RET 2070 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7035538 / PN 001 | Common Collective Trust | — | — | $45 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
