Shirley Horner signed The Super Dentists, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Super Dentists, Inc.'s EIN is 27-0148775.
Download the official 2024 Form 5500 (PDF) for The Super Dentists, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Super Dentists, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GOLDEN STATE WEALTH MANAGEMENT LLC | 46-3329328 | — | INVESTMENT/FINANCIAL ADVI | $20K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Investments Vanguard Growth Index Fund | Mutual Funds | — | — | $5.0M | 58.1% | |
| Vanguard Investments Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $624K | 7.2% | |
| Vanguard Investments Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $469K | 5.4% | |
| Vanguard Investments Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $399K | 4.6% | |
| Participant loans Interest rates ranging from 4.25% to 9.50% | Bonds / Notes | — | — | $386K | 4.4% | |
| Vanguard Investments Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $347K | 4.0% | |
| Vanguard Investments Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $265K | 3.0% | |
| Vanguard Investments Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $256K | 2.9% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $162K | 1.9% | |
| Vanguard Investments Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $120K | 1.4% | |
| Vanguard Investments Vanguard Equity Income Fund | Mutual Funds | — | — | $95K | 1.1% | |
| Vanguard Investments Vanguard 500 Index Fund | Common Collective Trusts | — | — | $83K | 1.0% | |
| Vanguard Investments Vanguard Target Retirement 2065 | Mutual Funds | — | — | $73K | 0.8% | |
| Vanguard Investments Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $50K | 0.6% | |
| Vanguard Investments Vanguard Mid-Cap Index Fund | Common Collective Trusts | — | — | $49K | 0.6% | |
| Vanguard Investments Vanguard Mid-Cap Value Index Fund | Common Collective Trusts | — | — | $37K | 0.4% | |
| Vanguard Investments Vanguard Small Cap Value Index Fund | Common Collective Trusts | — | — | $32K | 0.4% | |
| Putnam Dynamic Asset Allocation Growth | Mutual Funds | — | — | $31K | 0.4% | |
| JPMorgan Small Cap Growth Fund | Other securities | — | — | $27K | 0.3% | |
| Blackrock Mid-Cap Growth Equity Fund | Other securities | — | — | $25K | 0.3% | |
| Vanguard Investments Vanguard Intermediate Term Bo | Mutual Funds | — | — | $21K | 0.2% | |
| Vanguard Investments Vanguard Wellesley Income Fund | Mutual Funds | — | — | $20K | 0.2% | |
| Principal Small Cap S&P 600 Index Fund | Common Collective Trusts | — | — | $20K | 0.2% | |
| Vanguard Investments Vanguard International Growth Fund | Mutual Funds | — | — | $18K | 0.2% | |
| Vanguard Investments Vanguard Developed Markets Index Fund | Common Collective Trusts | — | — | $17K | 0.2% | |
| Vanguard Investments Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $13K | 0.1% | |
| Dimensional Fund Advisors DFA Real Estate Securities Portfolio | Mutual Funds | — | — | $4K | <0.1% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | Pooled Separate Accounts | — | — | $3K | <0.1% | |
| performed pursuant to both 29 CFR 2520.103-8 and 29 CFR 2520.103-12(d). Check box (3) if pursuant to neither. | Other securities | — | $3K | $3K | <0.1% | |
| Yes No Amount a | Other securities | — | — | $3K | <0.1% | |
| American Funds American Funds American Balanced Fund | Mutual Funds | — | — | $2K | <0.1% | |
| Vanguard Investments Vanguard Target Retirement 2020 | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
