Pacific Dental Services, LLC's EIN is 33-0681491.
Download the official 2024 Form 5500 (PDF) for Pacific Dental Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Pacific Dental Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $1.2M | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | 33-0818667 | — | INVESTMENT ADVISOR | $34K | — |
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.
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 |
|---|---|---|---|---|---|
| PENSION BENEFITS UNLIMITED,INC | 33-0499726 | — | TPA | $370K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WINDES, INC | 95-3001179 | — | AUDITOR | $39K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD TARGET RETIREMENT 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083969 / PN 001 | Common Collective Trust | — | — | $95.5M | 16.9% | |
| VANGUARD TARGET RETIREMENT 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083973 / PN 001 | Common Collective Trust | — | — | $85.2M | 15.1% | |
| VANGUARD TARGET RETIREMENT 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715074 / PN 001 | Common Collective Trust | — | — | $82.1M | 14.5% | |
| VANGUARD TARGET RETIREMENT 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083975 / PN 001 | Common Collective Trust | — | — | $56.3M | 10.0% | |
| VANGUARD TARGET RETIREMENT 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $48.4M | 8.6% | |
| VANGUARD TARGET RETIREMENT 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083977 / PN 001 | Common Collective Trust | — | — | $41.6M | 7.4% | |
| Fid 500 Index Mutual Fund | Common Collective Trusts | — | — | $36.5M | 6.4% | |
| VANGUARD TARGET RETIREMENT 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083979 / PN 001 | Common Collective Trust | — | — | $29.5M | 5.2% | |
| VANGUARD TARGET RETIREMENT 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6190443 / PN 001 | Common Collective Trust | — | — | $17.5M | 3.1% | |
| Notes receivable from participants 4.25% - 9.50% | Bonds / Notes | — | — | $13.8M | 2.4% | |
| VANGUARD TARGET RETIREMENT 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083981 / PN 001 | Common Collective Trust | — | — | $10.2M | 1.8% | |
| Empower Fixed Income Investment Option Guaranteed Interest Contract | Other securities | — | — | $9.4M | 1.7% | |
| Harbor Cap App Ret Mutual Fund | Other securities | — | — | $8.8M | 1.6% | |
| Putnam Lg Cp Val Tr Ia Collective Investment Trust | Common Collective Trusts | — | — | $4.2M | 0.7% | |
| PUTNAM LARGE CAP VALUE CIT PUTNAM FIDUCIARY TRUST COMPANY LLC · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $4.2M | 0.7% | |
| Fidelity Self-Directed Brokeragelink Interest-Bearing Cash, Accounts Common Stock, Corporate Bond, Preferred Stock, and Registered Investment Companies | Self-Directed Brokerage | — | — | $3.6M | 0.6% | |
| Fid Sm Cap Idx Mutual Fund | Common Collective Trusts | — | — | $2.7M | 0.5% | |
| Fid Mid Cap Idx Mutual Fund | Common Collective Trusts | — | — | $2.5M | 0.4% | |
| Fid Intl Index Mutual Fund | Mutual Funds | — | — | $2.5M | 0.4% | |
| VANGUARD TARGET RETIREMENT 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083983 / PN 001 | Common Collective Trust | — | — | $2.3M | 0.4% | |
| GG TRP STABLE VALUE CIT WILMINGTON TRUST, NA · EIN 86-1182766 / PN 655 | Common Collective Trust | — | — | $1.9M | 0.3% | |
| Blkrk Hlth Sci Opp K Mutual Fund | Other securities | — | — | $1.8M | 0.3% | |
| VANGUARD TARGET RETIREMENT 2070 VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7035538 / PN 001 | Common Collective Trust | — | — | $1.6M | 0.3% | |
| VANGUARD TARGET RETIREMENT INC VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083968 / PN 001 | Common Collective Trust | — | — | $1.3M | 0.2% | |
| Fid US Bond Idx Mutual Fund | Common Collective Trusts | — | — | $1.2M | 0.2% | |
| Vang Vmmr-Fed MMkt Interest-Bearing Cash | Cash / Money Market | — | — | $977K | 0.2% | |
| MFS Mid Cap Value R6 Mutual Fund | Mutual Funds | — | — | $841K | 0.1% | |
| Fid Real Estate Idx Mutual Fund | Common Collective Trusts | — | — | $611K | 0.1% | |
| Victory S Sm Co Op I Mutual Fund | Common Stocks | — | — | $576K | 0.1% | |
| AF New World R6 Mutual Fund | Other securities | — | — | $492K | <0.1% | |
| IVY MID CAP GROWTH CIT MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 063 | Common Collective Trust | — | — | $477K | <0.1% | |
| Blkrk Infl Pro Bd K Mutual Fund | Other securities | — | — | $249K | <0.1% | |
| Fidelity STIF Interest-Bearing Cash | Mutual Funds | — | — | $245K | <0.1% | |
| Baird Core Plus Inst Mutual Fund | Other securities | — | — | $231K | <0.1% | |
| CB Intl Growth S1 Collective Investment Trust | Common Collective Trusts | — | — | $163K | <0.1% | |
| CB INTERNATIONAL GROWTH CIT WILMINGTON TRUST, NA · EIN 82-3125078 / PN 346 | Common Collective Trust | — | — | $163K | <0.1% | |
| Putnam Sm Cap Gr R6 Mutual Fund | Mutual Funds | — | — | $12K | <0.1% | |
| AB US SMALL CAP GROWTH CIT ALLIANCEBERNSTEIN LP · EIN 04-6948485 / PN 057 | Common Collective Trust | — | — | $0 | <0.1% |
