JONI Jennen signed Dermatology Specialists, P.A.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Dermatology Specialists, P.A.'s EIN is 41-1264423.
Download the official 2024 Form 5500 (PDF) for Dermatology Specialists, P.A. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Dermatology Specialists, P.A.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $81K | — |
| ASCENSUS HOLDINGS DBA FUTUREPLAN | — | SAN DIEGO, CA | CONTRACT ADMIN | $7K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $2K | — |
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 |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS LLC | — | CHARLOTTE, NC | BROKER/ADVISOR | $0 | — |
| EVEREN SECURITIES INC | — | GLEN ALLEN, VA | BROKER/ADVISOR | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Various Self Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $3.2M | 14.0% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $2.5M | 11.2% | |
| First Eagle First Eagle Global A | Other securities | — | — | $1.4M | 6.4% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $1.3M | 5.9% | |
| Victory Pioneer Bond Y | Other securities | — | — | $1.3M | 5.9% | |
| T ROWE PRICE RET BLEND SELCT 2050 GREAT GRAY · EIN 38-7271348 / PN 742 | Common Collective Trust | — | — | $1.3M | 5.7% | |
| Putnam Large Cap Growth Y | Mutual Funds | — | — | $1.1M | 4.7% | |
| T ROWE PRICE RET BLEND SELCT 2035 GREAT GRAY · EIN 38-7271345 / PN 739 | Common Collective Trust | — | — | $898K | 4.0% | |
| PUTNAM LARGE CAP VALUE TRUST I PUTNAM INVESTMENTS CIT · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $894K | 3.9% | |
| T ROWE PRICE RET BLEND SELCT 2030 GREAT GRAY · EIN 38-7271344 / PN 738 | Common Collective Trust | — | — | $793K | 3.5% | |
| T ROWE PRICE RET BLEND SELCT 2040 GREAT GRAY · EIN 38-7271346 / PN 740 | Common Collective Trust | — | — | $763K | 3.4% | |
| Capital Group American Funds New Perspective R5 | Mutual Funds | — | — | $685K | 3.0% | |
| Putnam George Putnam Balanced Y | Mutual Funds | — | — | $618K | 2.7% | |
| Oakmark Equity & Income Investor | Other securities | — | — | $618K | 2.7% | |
| Fidelity Total International Index | Mutual Funds | — | — | $595K | 2.6% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $560K | 2.5% | |
| Birtus Virtus Ceredex Mid-Cap Value Equity I | Other securities | — | — | $544K | 2.4% | |
| AllianceBernstein AB Discovery Growth Adv | Other securities | — | — | $429K | 1.9% | |
| Federated Hermes Federated Hermes International Growth IS | Other securities | — | — | $420K | 1.9% | |
| Putnam Income Y | Mutual Funds | — | — | $414K | 1.8% | |
| Great-West Life & Annuity Insurance Company Key Guaranteed Portfolio Fund | Common Stocks | — | — | $387K | 1.7% | |
| Invesco Developing Markets A | Mutual Funds | — | — | $325K | 1.4% | |
| Loomis Sayles Global Bond Instl | Other securities | — | — | $320K | 1.4% | |
| T ROWE PRICE RET BLEND SELCT 2045 GREAT GRAY · EIN 38-7271347 / PN 741 | Common Collective Trust | — | — | $277K | 1.2% | |
| PIMCO Dynamic Bond A | Mutual Funds | — | — | $246K | 1.1% | |
| TCW Group TCW MetWest High Yield Bond M | Common Stocks | — | — | $177K | 0.8% | |
| T ROWE PRICE RET BLEND SELCT 2055 GREAT GRAY · EIN 38-7271349 / PN 743 | Common Collective Trust | — | — | $144K | 0.6% | |
| Notes Receivanle from Participants Participant Loans; 4.25%-9.50% - | Bonds / Notes | — | — | $121K | 0.5% | |
| T ROWE PRICE RET BLEND SELCT 2060 GREAT GRAY · EIN 38-7271350 / PN 744 | Common Collective Trust | — | — | $75K | 0.3% | |
| T ROWE PRICE RET BLEND SELCT 2065 GREAT GRAY · EIN 38-7271351 / PN 745 | Common Collective Trust | — | — | $51K | 0.2% | |
| Lord Abbett Lord Abbett Developing Growth R6 | Mutual Funds | — | — | $40K | 0.2% | |
| T ROWE PRICE RET BLEND SELCT 2025 GREAT GRAY · EIN 38-7271343 / PN 737 | Common Collective Trust | — | — | $29K | 0.1% | |
| BlackRock Global Allocation Instl | Other securities | — | — | $11K | <0.1% | |
| Invesco Gold & Special Minerals A | Mutual Funds | — | — | $10K | <0.1% | |
| Neuberger Berman Neuberger Berman Real Estate A | Other securities | — | — | $8K | <0.1% | |
| T ROWE PRICE RET BLEND SELCT 2015 GREAT GRAY · EIN 38-7271341 / PN 735 | Common Collective Trust | — | — | $4K | <0.1% | |
| AMERICAN CENTURY RD HYBRID IN RET BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 079 | Common Collective Trust | — | — | $0 | <0.1% | |
| AMERICAN CENTURY RD HYBRID 2030 BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 082 | Common Collective Trust | — | — | $0 | <0.1% | |
| AMERICAN CENTURY RD HYBRID 2035 BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 083 | Common Collective Trust | — | — | $0 | <0.1% | |
| AMERICAN CENTURY RD HYBRID 2060 BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 088 | Common Collective Trust | — | — | $0 | <0.1% | |
| AMERICAN CENTURY RD HYBRID 2045 BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 085 | Common Collective Trust | — | — | $0 | <0.1% | |
| AMERICAN CENTURY RD HYBRID 2055 BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 087 | Common Collective Trust | — | — | $0 | <0.1% | |
| AMERICAN CENTURY RD HYBRID 2025 BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 081 | Common Collective Trust | — | — | $0 | <0.1% | |
| AMERICAN CENTURY RD HYBRID 2040 BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 084 | Common Collective Trust | — | — | $0 | <0.1% | |
| AMERICAN CENTURY RD HYBRID 2050 BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 086 | Common Collective Trust | — | — | $0 | <0.1% | |
| T ROWE PRICE RET BLEND SELCT 2020 GREAT GRAY · EIN 38-7271342 / PN 736 | Common Collective Trust | — | — | $0 | <0.1% |
