Shirley Horner signed Pivot Dental Management LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Pivot Dental Management LLC's EIN is 27-0819333.
Download the official 2024 Form 5500 (PDF) for Pivot Dental Management LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Pivot Dental Management LLC'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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| 23 Matrix Trust Company Vanguard Target Retirement 2055 | Mutual Funds | — | — | $1.1M | 28.6% | |
| 22 Matrix Trust Company Vanguard Target Retirement 2045 | Mutual Funds | — | — | $857K | 22.2% | |
| 15 Matrix Trust Company Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $489K | 12.7% | |
| 21 Matrix Trust Company Vanguard Target Retirement 2035 | Mutual Funds | — | — | $313K | 8.1% | |
| 24 Matrix Trust Company Vanguard Target Retirement 2065 | Mutual Funds | — | — | $253K | 6.6% | |
| 7 Matrix Trust Company Dodge & Cox International Stock ** 283 8 Matrix Trust Company Harbor Capital Appreciation Fund | Mutual Funds | — | — | $155K | 4.0% | |
| 4 Matrix Trust Company American Funds Growth Fund of America | Mutual Funds | — | — | $115K | 3.0% | |
| 28 Matrix Trust Company Vanguard MidCap Index Admiral | Mutual Funds | — | — | $104K | 2.7% | |
| Notes Receivable from Participants Maturing at various times through 2029 | Other securities | — | — | $104K | 2.7% | |
| 19 Matrix Trust Company Vanguard SmallCap Value Index Admiral | Mutual Funds | — | — | $68K | 1.8% | |
| 14 Matrix Trust Company STIT- Treasury PTF | Common Stocks | — | — | $67K | 1.7% | |
| 20 Matrix Trust Company Vanguard Target Retirement 2025 | Mutual Funds | — | — | $63K | 1.6% | |
| 3 Matrix Trust Company American Funds Europacific Growth | Mutual Funds | — | — | $34K | 0.9% | |
| 27 Matrix Trust Company Vanguard Value Index | Mutual Funds | — | — | $33K | 0.9% | |
| 16 Matrix Trust Company Vanguard GNMA Admiral ** 50 17 Matrix Trust Company Vanguard Short-Term Federal Admiral ** 440 18 Matrix Trust Company Vanguard SmallCap Growth Index | Agency / Mortgage-Backed | — | — | $33K | 0.9% | |
| 2 Matrix Trust Company American Funds American Mutual | Mutual Funds | — | — | $19K | 0.5% | |
| 9 Matrix Trust Company Harbor Internal Fund ** 50 10 Matrix Trust Company Hood River SmallCap Growth | Common Stocks | — | — | $16K | 0.4% | |
| 6 Matrix Trust Company Brandes International Equity | Common Stocks | — | — | $6K | 0.1% | |
| 13 Matrix Trust Company Northern SmallCap Value | Common Stocks | — | — | $4K | 0.1% | |
| 1 Matrix Trust Company American Funds American Balanced | Mutual Funds | — | — | $4K | 0.1% | |
| 26 Matrix Trust Company Vanguard Total Bond Market Index | Mutual Funds | — | — | $4K | 0.1% | |
| 12 Matrix Trust Company Macquarie Value Fund | Common Stocks | — | — | $4K | 0.1% | |
| 11 Matrix Trust Company Invesco International Equity | Mutual Funds | — | — | $2K | <0.1% | |
| 25 Matrix Trust Company Vanguard Target Retirement Income | Mutual Funds | — | — | $2K | <0.1% | |
| 5 Matrix Trust Company Artisan International Fd-Ins | Common Stocks | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
