Nancy Schumacher signed Apple Tree Dental's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Apple Tree Dental's EIN is 36-3411437.
Download the official 2024 Form 5500 (PDF) for Apple Tree Dental from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Apple Tree Dental'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 | $22K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FRANCIS INVESTMENT COUNSEL LLC | 90-0142264 | — | 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 | |||||
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $2.2M | 15.4% | |
| FID 500 IND | Registered Investment Companies | — | — | $2.1M | 14.5% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $1.3M | 9.2% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $1.1M | 7.9% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $1.0M | 7.1% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $1.0M | 7.0% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $820K | 5.7% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $562K | 3.9% | |
| VANGUARD US GROWTH FUND ADM | Registered Investment Companies | — | — | $504K | 3.5% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $483K | 3.4% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $458K | 3.2% | |
| PUTNAM STABLE VALUE 25 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $443K | 3.1% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $316K | 2.2% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $310K | 2.2% | |
| AB SMALL CAP GROWTH PORT Z | Registered Investment Companies | — | — | $248K | 1.7% | |
| BAIRD MIDCAP GROWTH INST | Registered Investment Companies | — | — | $233K | 1.6% | |
| DFA INFLATION PROT SEC INST 326 REGISTERED INVESTMENT COMPANY VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $229K | 1.6% | |
| BAIRD CORE PLUS BOND INSTL | Registered Investment Companies | — | — | $213K | 1.5% | |
| AMERICAN BEACON SM CP VL R6 | Registered Investment Companies | — | — | $208K | 1.5% | |
| ALLSPRING SPECIAL MC VAL R6 | Registered Investment Companies | — | — | $163K | 1.1% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $83K | 0.6% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $65K | 0.5% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $54K | 0.4% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $45K | 0.3% | |
| PIMCO COMMODITIESPLUS STR INST | Registered Investment Companies | — | — | $9K | <0.1% | |
| FID US BOND IND | Registered Investment Companies | — | — | $8K | <0.1% | |
| MFS EMERGING MARKETS DEBT 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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| REDPATH AND COMPANY LLC | 92-0370318 | — | ACCOUNTANT | $15K | — |
