Jessica Martens signed Broadway Dental, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Broadway Dental, LLC's EIN is 42-1506455.
Download the official 2024 Form 5500 (PDF) for Broadway Dental, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Broadway Dental, 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 |
|---|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $80 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD D JONES AND CO | 43-0345811 | — | NONE | $10K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $3.5M | 99.7% | |
| VanGuard Lifestrat Grth Inv | Mutual Funds | — | — | $1.7M | 47.9% | |
| RetirementTrack Mod 2055 R1 | Other securities | — | — | $873K | 24.9% | |
| RetirementTrack Mod Ret R1 | Other securities | — | — | $346K | 9.8% | |
| VanGuard Lifestrat Mod Gr Inv | Mutual Funds | — | — | $246K | 7.0% | |
| American Funds New Perspective R6 | Mutual Funds | — | — | $69K | 2.0% | |
| JP Morgan Large Cap Growth R6 | Other securities | — | — | $52K | 1.5% | |
| RetirementTrack Mod 2045 R1 | Other securities | — | — | $49K | 1.4% | |
| JP Morgan US Equity R6 3 ,458 MFS Mid Cap Crowth R6 | Mutual Funds | — | — | $45K | 1.3% | |
| RetirementTrack Mod 2065 R1 | Other securities | — | — | $33K | 0.9% | |
| Fidelity Midcap Idex | Mutual Funds | — | — | $24K | 0.7% | |
| RetirementTrack Agg 2025 R1 91 RetirementTrack Mod 2035 R1 | Other securities | — | — | $18K | 0.5% | |
| Victory NASDAQ 100 Inex R6 | Other securities | — | — | $7K | 0.2% | |
| Invesconcock Core Plus Bond R6 | Other securities | — | — | $6K | 0.2% | |
| American Funds Bond Fund of America R6 | Mutual Funds | — | — | $5K | 0.1% | |
| Blackrock Total Return K | Other securities | — | — | $3K | <0.1% | |
| VanGuard Dev Mkts Idx Adm | Common Collective Trusts | — | — | $2K | <0.1% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $2K | <0.1% | |
| UndscvrdMgrs Behavorial Val R6 | Other securities | — | — | $2K | <0.1% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $1K | <0.1% | |
| FIDELITY REAL ESTATE INDEX JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FUNDS FUNDAMENTAL INV JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JH LIFETIME BLEND 2055 CIT R2 JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JH LIFETIME BLEND 2045 CIT R2 JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JH LIFETIME BLEND 2040 CIT R2 JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JH 2055 LIFETIME BLEND JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JH 2045 LIFETIME BLEND JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JH 2025 LIFETIME BLEND JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JH LIFETIME BLEND 2060 CIT R2 JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JH MULTIMANAGER AGGRESSIVE LS JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JH MULTIMANAGER GROWTH LS JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JH MULTIMANAGER BALANCED LS JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JH LIFESTYLE BLEND GROWTH JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FUNDS SMALLCAP WORLD JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JH LIFETIME BLEND 2065 CIT R2 JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JOHN HANCOCK MID CAP GROWTH JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| LORD ABBETT VALUE OPPS FUND JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| HIGH YIELD FUND JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| STRATEGIC INCOME OPP FUND JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TEMPLETON GLOBAL BOND FUND JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MID CAP INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD MID-CAP GROWTH ETF JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD SMALL CAP VALUE INDEX JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| CORE BOND FUND JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FUNDS NEW PERSPECTIVE JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| WASHINGTON MUTUAL INVESTORS JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| BLUE CHIP GROWTH FUND JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| FIDELITY CONTRAFUND JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD TOT WLD STK INDEX ETF JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JH 2020 LIFETIME BLEND JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
