Mardee Beatty signed Atlas Dental Group LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Atlas Dental Group LLC's EIN is 47-5476383.
Download the official 2024 Form 5500 (PDF) for Atlas Dental Group LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Atlas Dental Group LLC's plan includes a default investment (QDIA), profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $30K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH ADVIS | 20-1665305 | — | INVESTMENT ADVISORY | $0 | — |
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.
| MORNINGSTAR INVESTMENT MANAGEMENT |
| 36-4317381 |
| — |
| INVESTMENT ADVISORY |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION PLAN SPECIALISTS PC | 26-1570786 | — | TPA | $4K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Funds T. Rowe Price Rtmt 2050 I Fd 0 | Other securities | — | — | $1.8M | 20.9% | |
| T. Rowe Price Funds T. Rowe Price Rtmt 2040 I Fd 0 | Other securities | — | — | $1.1M | 13.3% | |
| Vanguard Group Vanguard 500 Index Admiral Fd 0 | Common Collective Trusts | — | — | $1.1M | 12.5% | |
| T. Rowe Price Funds T. Rowe Price Rtmt 2045 I Fd 0 | Other securities | — | — | $517K | 6.1% | |
| T. Rowe Price Funds T. Rowe Price Rtmt 2055 I Fd 0 | Other securities | — | — | $452K | 5.3% | |
| T. Rowe Price Funds T. Rowe Price Rtmt 2035 I Fd 0 | Other securities | — | — | $419K | 5.0% | |
| T. Rowe Price Funds T. Rowe Price Rtmt 2025 I Fd 0 | Other securities | — | — | $413K | 4.9% | |
| Alliance Bernstein AB Large Cap Growth Z Fund 0 | Other securities | — | — | $292K | 3.5% | |
| JP Morgan Funds JP Morgan Equity Income R6 Fd 0 | Other securities | — | — | $290K | 3.4% | |
| Vanguard Group Vanguard Tl Stk Mkt Idx Adm Fd 0 | Common Collective Trusts | — | — | $228K | 2.7% | |
| Vanguard Group Vanguard Sm Cap Gr Idx Adm Fd 0 | Common Collective Trusts | — | — | $213K | 2.5% | |
| T. Rowe Price Funds T. Rowe Price Rtmt 2030 I Fd 0 | Other securities | — | — | $200K | 2.4% | |
| Vanguard Group Vanguard Mid Cap Index Adm Fd 0 | Mutual Funds | — | — | $190K | 2.2% | |
| Vanguard Group Vgd Ttl Intl Stk Idx Adm Fd 0 | Common Collective Trusts | — | — | $185K | 2.2% | |
| JP Morgan Funds JP Morgan Mid Cap Value R6 Fd 0 | Other securities | — | — | $131K | 1.6% | |
| Vanguard Group Vanguard Sm Cap Index Adm Fund 0 | Mutual Funds | — | — | $115K | 1.4% | |
| Vanguard Group Vanguard MidCp Grth Idx Adm Fd 0 | Common Collective Trusts | — | — | $106K | 1.3% | |
| T. Rowe Price Funds T. Rowe Price Rtmt 2060 I Fd 0 | Other securities | — | — | $105K | 1.2% | |
| Vanguard Group Vanguard Growth Index Adm Fund 0 | Mutual Funds | — | — | $89K | 1.1% | |
| Participant Loans Participant Loans - rates of 6.50% To 9.50%, maturing 2027-2039 0 | Bonds / Notes | — | — | $87K | 1.0% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $78K | 0.9% | |
| T. Rowe Price Funds T. Rowe Price Rtmt 2065 I Fd 0 | Other securities | — | — | $71K | 0.8% | |
| T. Rowe Price Funds T. Rowe Price Rtmt Bal I Fund 0 | Other securities | — | — | $54K | 0.6% | |
| BlackRock HY Bond Inst Fund 0 | Other securities | — | — | $54K | 0.6% | |
| PGIM Investments PGIM Total Ret Bond R6 Fd 0 | U.S. Treasuries | — | — | $38K | 0.4% | |
| Vanguard Group Vanguard Value Index Adm Fund 0 | Mutual Funds | — | — | $29K | 0.3% | |
| Vanguard Group Vanguard RE Index Adm Fund 0 | Mutual Funds | — | — | $27K | 0.3% | |
| Vanguard Group Vanguard Ttl Bd Mkt Idx Adm Fd 0 | Common Collective Trusts | — | — | $25K | 0.3% | |
| Eagle Financial Services, Inc. CARILLON EAGLE MIDCAGWTH R6 FD 0 | Common Stocks | — | — | $20K | 0.2% | |
| Vanguard Group VANGUARD MIDCAP VAL IDX ADM FD 0 | Common Collective Trusts | — | — | $16K | 0.2% | |
| Fidelity Investments Fidelity LGTRM Treas Bd Idx Fd 0 984 JP Morgan Funds JP Morgan Emerg Mkts Eq R6 Fd 0 | Common Collective Trusts | — | — | $14K | 0.2% | |
| T. Rowe Price Funds T. Rowe Price Rtmt 2020 I Fd 0 | Other securities | — | — | $13K | 0.2% | |
| PRIN LIQUID ASSETS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | — | — | $8K | <0.1% | |
| Vanguard Group VANGUARD SM CAP VAL IDX ADM FD 0 | Common Collective Trusts | — | — | $3K | <0.1% | |
| Dimensional Fund Advisors DFA US Targeted Value I Fd 0 | Mutual Funds | — | — | $3K | <0.1% | |
| Vanguard Group Vgd Infl-Prot Sec Adm Fund 0 | Mutual Funds | — | — | $1K | <0.1% |
