Advanced Dermatology Associates, Ltd.'s EIN is 23-1855600.
Download the official 2024 Form 5500 (PDF) for Advanced Dermatology Associates, Ltd. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Advanced Dermatology Associates, Ltd.'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 |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | DRESHER, PA | RECORDKEEPER | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | 11-3658445 | BALTIMORE, MD | INVESTMENT ADVISOR | $49K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retire 2045 Mutual Fund | Mutual Funds | — | — | $3.6M | 12.0% | |
| Vanguard Target Retire 2030 Mutual Fund | Mutual Funds | — | — | $3.0M | 10.2% | |
| Vanguard Target Retire 2040 Mutual Fund | Mutual Funds | — | — | $3.0M | 10.1% | |
| Vanguard 500 Index Mutual Fund | Common Collective Trusts | — | — | $2.6M | 8.6% | |
| Morgan Stanley SD Borkerage Account | Other securities | — | — | $2.4M | 8.1% | |
| Vanguard Target Retire 2025 Mutual Fund | Mutual Funds | — | — | $2.3M | 7.8% | |
| Merrill Lynch SD Borkerage Account | Other securities | — | — | $2.0M | 6.7% | |
| Vanguard Target Retire 2035 Mutual Fund | Mutual Funds | — | — | $1.5M | 5.1% | |
| Vanguard Target Retire 2050 Mutual Fund | Mutual Funds | — | — | $1.3M | 4.4% | |
| Pioneer Fundamental Growth Mutual Fund | Other securities | — | — | $1.2M | 4.1% | |
| Vanguard Mid-Cap Index Mutual Fund | Mutual Funds | — | — | $1.1M | 3.7% | |
| Vanguard Total Bond Market Mutual Fund | Mutual Funds | — | — | $838K | 2.8% | |
| Vanguard Target Retire 2020 Mutual Fund 0 | Mutual Funds | — | — | $664K | 2.2% | |
| Vanguard Total Int'l Stock Mutual Fund | Mutual Funds | — | — | $545K | 1.8% | |
| American Funds Euro Pacific Mutual Fund | Mutual Funds | — | — | $509K | 1.7% | |
| Vanguard Small Cap Index Mutual Fund | Mutual Funds | — | — | $498K | 1.7% | |
| Vanguard Target Retire 2055 Mutual Fund | Mutual Funds | — | — | $441K | 1.5% | |
| Columbia Dividend Income Mutual Fund | Other securities | — | — | $401K | 1.3% | |
| Blackrock High Yield Bond Mutual Fund | Other securities | — | — | $314K | 1.1% | |
| Participant Loans Int Rate 4.25% - 9.50% | Bonds / Notes | — | — | $287K | 1.0% | |
| Vanguard Target Retire 2060 Mutual Fund | Mutual Funds | — | — | $208K | 0.7% | |
| GQG Partners Emerging Mkts Eq Mutual Fund | Other securities | — | — | $152K | 0.5% | |
| Vanguard Real Estate Index Mutual Fund | Mutual Funds | — | — | $117K | 0.4% | |
| Federated Hermes Core Bond IS Mutual Fund | Other securities | — | — | $80K | 0.3% | |
| JPMorgan Small Cap Mutual Fund | Other securities | — | — | $32K | 0.1% | |
| Vanguard Target Retire Income Mutual Fund | Mutual Funds | — | — | $29K | <0.1% | |
| INVESCO STABLE VALUE TRUST III VANGUARD ASCENSUS RETIREMENT INVESTMENTS · EIN 23-1945930 / PN 000 | Pooled Separate Account | — | — | $26K | <0.1% | |
| Vanguard Target Retire 2065 Mutual Fund | Mutual Funds | — | — | $25K | <0.1% | |
| Vanguard Target Retire 2070 Mutual Fund | Mutual Funds | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LIMESTONE PENSION ASSOCIATES, LLC | 51-0383217 | WILMINGTON, DE | TPA | $4K | — |
