Ryan Pecina signed Affiliated Family Dentist PC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Affiliated Family Dentist PC's EIN is 35-1637448.
Download the official 2024 Form 5500 (PDF) for Affiliated Family Dentist PC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Affiliated Family Dentist PC'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 |
|---|---|---|---|---|---|
| PAYCHEX, INC. | 16-1124166 | ROCHESTER, NY | RECORDKEEPER | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEVELIZED COMPENSATION ADVISOR | — | — | INVESTMENT ADVISORY | $20K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds 2035 Target Date Fund N/R | Mutual Funds | — | — | $1.8M | 27.0% | |
| American Funds 2045 Target Date Fund N/R | Mutual Funds | — | — | $1.3M | 19.2% | |
| American Funds 2030 Target Date Fund N/R | Mutual Funds | — | — | $772K | 11.3% | |
| American Funds 2040 Target Date Fund N/R | Mutual Funds | — | — | $728K | 10.7% | |
| American Funds 2050 Target Date Fund N/R | Mutual Funds | — | — | $545K | 8.0% | |
| American Funds 2025 Target Date Fund N/R | Mutual Funds | — | — | $360K | 5.3% | |
| Vanguard Growth Index N/R | Mutual Funds | — | — | $331K | 4.9% | |
| American Funds 2055 Target Date Fund N/R | Mutual Funds | — | — | $222K | 3.3% | |
| American Funds 2020 Target Date Fund N/R | Mutual Funds | — | — | $145K | 2.1% | |
| Fidelity Investments Low Priced Stock N/R | Mutual Funds | — | — | $134K | 2.0% | |
| Participants Notes receivable, interest at 4.25% to 9.50% due 2025 to 2028 0 | Bonds / Notes | — | — | $133K | 1.9% | |
| American Funds 2060 Target Date Fund N/R | Mutual Funds | — | — | $123K | 1.8% | |
| MFS Mid Cap Growth N/R 50 MFS New Discovery N/R 49 T. Rowe Price Blue Chip Growth N/R 408 T. Rowe Price Dividend Growth N/R | Mutual Funds | — | — | $64K | 0.9% | |
| American Funds 2065 Target Date Fund N/R | Mutual Funds | — | — | $40K | 0.6% | |
| Lord Abbett Bond Debenture N/R 25 American Funds 2015 Target Date Fund N/R | U.S. Treasuries | — | — | $19K | 0.3% | |
| Vanguard Value Index N/R | Mutual Funds | — | — | $14K | 0.2% | |
| Vanguard Emerging Markets Stock Index N/R | Mutual Funds | — | — | $4K | <0.1% | |
| Fidelity Investments Small Cap Index N/R | Mutual Funds | — | — | $4K | <0.1% | |
| PGIM Total Return Bond N/R 123 American Funds US Government Money Market N/R | Mutual Funds | — | — | $4K | <0.1% | |
| Fidelity Investments Mid Cap Index N/R | Mutual Funds | — | — | $3K | <0.1% | |
| American Funds American Balance Fund N/R 115 American Funds EuroPacific Growth Fund N/R | Mutual Funds | — | — | $3K | <0.1% | |
| JPMorgan Equity Income N/R | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
