James McDonnell signed McDonnell and McMahon Pediatric Dentistry, PLLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
McDonnell and McMahon Pediatric Dentistry, PLLC's EIN is 47-2651798.
Download the official 2024 Form 5500 (PDF) for McDonnell and McMahon Pediatric Dentistry, PLLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)McDonnell and McMahon Pediatric Dentistry, PLLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PREVAIL INNOVATIVE WEALTH ADVISORS | 82-1443118 | — | SERVICE PROVIDER | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| MAP CONTRACT SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $6.2M | 94.6% | |
| SStr Target Retire 2060 K Pooled separate accounts | Pooled Separate Accounts | — | — | $2.0M | 30.9% | |
| Fidelity 500 Index Fund Pooled separate accounts | Pooled Separate Accounts | — | — | $1.7M | 25.7% | |
| SStr Target Retire 2055 K Pooled separate accounts | Pooled Separate Accounts | — | — | $909K | 13.9% | |
| SStr Target Retire 2050 K Pooled separate accounts | Pooled Separate Accounts | — | — | $831K | 12.7% | |
| Voya Fixed Account (4634) Insurance company general account | Common Stocks | — | — | $252K | 3.9% | |
| SStr Target Retire 2040 K Pooled separate accounts | Pooled Separate Accounts | — | — | $151K | 2.3% | |
| SStr Target Retire 2025 K Pooled separate accounts | Pooled Separate Accounts | — | — | $77K | 1.2% | |
| Fidelity Lg C Val Ind Fd Pooled separate accounts | Pooled Separate Accounts | — | — | $69K | 1.1% | |
| St Str Target Retire 2065 F K Pooled separate accounts | Pooled Separate Accounts | — | — | $68K | 1.0% | |
| SStr Target Retire 2045 K Pooled separate accounts | Pooled Separate Accounts | — | — | $65K | 1.0% | |
| StateSt Trgt Retirement K Pooled separate accounts | Pooled Separate Accounts | — | — | $52K | 0.8% | |
| DFA Real Estate Secs Port Ins Pooled separate accounts | Pooled Separate Accounts | — | — | $51K | 0.8% | |
| DFA US Large Cap Gr Port Ins Pooled separate accounts | Pooled Separate Accounts | — | — | $44K | 0.7% | |
| SStr Target Retire 2030 K Pooled separate accounts | Pooled Separate Accounts | — | — | $25K | 0.4% | |
| Victory RS Global Fund R6 Pooled separate accounts | Pooled Separate Accounts | — | — | $24K | 0.4% | |
| SStr Target Retire 2020 K Pooled separate accounts | Pooled Separate Accounts | — | — | $21K | 0.3% | |
| DFA US Small Cap Portfolio Ins Pooled separate accounts | Pooled Separate Accounts | — | — | $16K | 0.3% | |
| DFA US Small Cap Gr Port Ins Pooled separate accounts | Pooled Separate Accounts | — | — | $13K | 0.2% | |
| DFA US Targeted Vl Port Ins Pooled separate accounts | Pooled Separate Accounts | — | — | $11K | 0.2% | |
| SStr Target Retire 2035 K Pooled separate accounts | Pooled Separate Accounts | — | — | $10K | 0.2% | |
| American Funds Con G&I Pt R6 Pooled separate accounts | Pooled Separate Accounts | — | — | $7K | 0.1% | |
| DFA Emrg Mkts Core Eqty Pt Ins Pooled separate accounts | Pooled Separate Accounts | — | — | $7K | 0.1% | |
| Voya Gv Mny Mkt F A (Hld Acct) Pooled separate accounts | Pooled Separate Accounts | — | — | $6K | <0.1% | |
| JPMorgan Core Bond Fund R6 Pooled separate accounts | Pooled Separate Accounts | — | — | $6K | <0.1% | |
| JPMorgan Mid Cap Growth Fd R6 Pooled separate accounts | Pooled Separate Accounts | — | — | $4K | <0.1% | |
| DFA US Vector Equity Port Ins Pooled separate accounts | Pooled Separate Accounts | — | — | $4K | <0.1% | |
| American Funds Intl Vntg F R6 Pooled separate accounts | Pooled Separate Accounts | — | — | $3K | <0.1% | |
| Principal High Yield Fnd R6 Pooled separate accounts | Pooled Separate Accounts | — | — | $2K | <0.1% | |
| MFS International Grw Fund R6 Pooled separate accounts | Pooled Separate Accounts | — | — | $2K | <0.1% | |
| DFA Global Real Est Sec Pt Ins Pooled separate accounts | Pooled Separate Accounts | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
