Troy Stone signed Espire Dental Practice, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Espire Dental Practice, LLC's EIN is 45-5435065.
Download the official 2024 Form 5500 (PDF) for Espire Dental Practice, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Espire Dental Practice, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $28K | — |
| GREAT-WEST LIFE & ANNUITY INSURANCE | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
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 | |||||
|---|---|---|---|---|---|---|
| American Funds American Funds 2045 Trgt Date Retire R6 | Mutual Funds | — | — | $3.6M | 21.2% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $2.2M | 12.5% | |
| STATE ST S&P 500 INDX SL CL II STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 04-0025081 / PN 000 | Common Collective Trust | — | — | $2.1M | 12.2% | |
| American Funds American Funds 2055 Trgt Date Retire R6 | Mutual Funds | — | — | $1.5M | 8.6% | |
| iShares MSCI EAFE International Index K | Other securities | — | — | $1.1M | 6.4% | |
| Fidelity Large Cap Value Index | Mutual Funds | — | — | $896K | 5.2% | |
| BlackRock Russell 1000 Growth Index R | Common Collective Trusts | — | — | $737K | 4.3% | |
| STATE STREET RUSSELL SMALL CAP INDE STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 04-0025081 / PN 000 | Common Collective Trust | — | — | $737K | 4.3% | |
| American Funds American Funds 2040 Trgt Date Retire R6 | Mutual Funds | — | — | $619K | 3.6% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $601K | 3.5% | |
| STATE ST US INFL PROTCT BND IDX SL STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $556K | 3.2% | |
| American Funds American Funds 2050 Trgt Date Retire R6 | Mutual Funds | — | — | $545K | 3.2% | |
| Fidelity Emerging Markets Index | Mutual Funds | — | — | $496K | 2.9% | |
| Empower Annuity Insurance Company of America** Unallocated investment contract - Fixed Account Services Class I | Common Stocks | — | — | $488K | 2.8% | |
| American Funds American Funds 2060 Trgt Date Retire R6 | Mutual Funds | — | — | $418K | 2.4% | |
| Fidelity Small Cap Value Index | Mutual Funds | — | — | $401K | 2.3% | |
| American Funds American Funds 2035 Trgt Date Retire R6 | Mutual Funds | — | — | $254K | 1.5% | |
| Fidelity Advisor Reasl Estate Income Z | Mutual Funds | — | — | $184K | 1.1% | |
| Participants** Participant notes receivable bearing interest at a rate of 7.50 percent to 10.50 percent - | Other securities | — | — | $180K | 1.0% | |
| American Funds American Funds 2065 Trgt Date Retire R6 | Mutual Funds | — | — | $173K | 1.0% | |
| BLACKROCK RUSSELL 2000 GROWTH INDEX STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 20-3802395 / PN 006 | Common Collective Trust | — | — | $137K | 0.8% | |
| American Funds American Funds 2030 Trgt Date Retire R6 | Mutual Funds | — | — | $8K | <0.1% | |
| SSGA RUSSELL SC GROWTH INDEX NL CLA STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 221 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE STREET NASDAQ-100 INDEX NL CL STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 181 | Common Collective Trust | — | — | $0 | <0.1% | |
| SSGA RUSSELL SC VALUE INDEX NL CLAS STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 223 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| SYNERGY FINCANCIAL PARTNERS | — | DENVER, CO | INVESTMENT ADVISOR | $39K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TPA SERVICES INC | — | CENTENNIAL, CO | CONTRACT ADMIN | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ENVESTNET RETIREMENT SOLUTIONS, LLC | — | DENVER, CO | OTHER | $8K | — |
