Sherri Oakes signed Integrated Dermatology, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Integrated Dermatology, LLC's EIN is 35-2281853.
Download the official 2024 Form 5500 (PDF) for Integrated Dermatology, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Integrated Dermatology, 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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING HOLDCO, LLC | 84-4519624 | — | INVESTMENT/FINANCIAL ADVI | $30K | — |
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 | |||||
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $2.4M | 20.8% | |
| FID 500 IND | Registered Investment Companies | — | — | $1.4M | 12.6% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $1.1M | 9.6% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $916K | 8.0% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $839K | 7.3% | |
| ALGER CAPITAL APPR INSTL Y | Registered Investment Companies | — | — | $758K | 6.6% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $757K | 6.6% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $616K | 5.4% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $540K | 4.7% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $227K | 2.0% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $218K | 1.9% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $204K | 1.8% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $201K | 1.8% | |
| MFS VALUE R6 | Registered Investment Companies | — | — | $195K | 1.7% | |
| FRANKLIN SCV R6 | Registered Investment Companies | — | — | $179K | 1.6% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $129K | 1.1% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $119K | 1.0% | |
| PUTNAM STABLE VALUE 25 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $118K | 1.0% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $64K | 0.6% | |
| PRINCIPAL SMALLCAP GROWTH I R6 | Registered Investment Companies | — | — | $59K | 0.5% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $57K | 0.5% | |
| COLUMBIA EMERGING MKTS - I3 | Registered Investment Companies | — | — | $49K | 0.4% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $45K | 0.4% | |
| MFS MID CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $43K | 0.4% | |
| COHEN & STEERS REAL EST SEC Z | Registered Investment Companies | — | — | $32K | 0.3% | |
| MFS MID CAP GROWTH R6 | Registered Investment Companies | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
