Panzer Dermatology Associates, P.A. d/b/a Premier Dermatology & Cosmet's EIN is 51-0270514.
Download the official 2023 Form 5500 (PDF) for Panzer Dermatology Associates, P.A. d/b/a Premier Dermatology & Cosmet from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Panzer Dermatology Associates, P.A. d/b/a Premier Dermatology & Cosmet'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 |
|---|---|---|---|---|---|
| SOMERVILLE INVESTMENTS/COASTAL INVE | 51-0635519 | WILMINGTON, DE | NONE | $46K | — |
| BELFINT LYONS SHUMAN | 51-0232399 | WILMINGTON, DE | NONE | $15K | — |
| ASSOCIATED BENEFIT PLANNERS, LTD. | 23-2250214 | KING OF PRUSSIA, PA | NONE | $12K | — |
| THE CONESTOGA GROUP, INC. | 23-2472585 | FRAZER, PA | NONE |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Various Self-Directed Brokerage Accounts - | Self-Directed Brokerage | — | — | $5.1M | 28.1% | |
| " 164,266 Intermediate Term Investment - | Other securities | — | — | $1.4M | 7.7% | |
| " 65,971 Lifetime 2045 Fund - | Other securities | — | — | $1.3M | 7.0% | |
| " 62,699 Lifetime 2040 Fund - | Other securities | — | — | $1.2M | 6.8% | |
| " 108,465 Short-Term Bond Index - | Other securities | — | — | $1.1M | 6.0% | |
| T.Rowe Price 9,227 All-Cap Opportunities Fund - | Other securities | — | — | $700K | 3.8% | |
| " 33,372 Lifetime 2055 Fund - | Other securities | — | — | $672K | 3.7% | |
| " 28,224 Lifetime 2050 Fund - | Other securities | — | — | $654K | 3.6% | |
| " 6,285 Equity-Income - | Other securities | — | — | $559K | 3.1% | |
| " 31,331 Developed Markets Index - | Other securities | — | — | $496K | 2.7% | |
| Vanguard 984 500 Index - | Common Collective Trusts | — | — | $495K | 2.7% | |
| DFA 17,092 Emerging Markets Core Equity - | Mutual Funds | — | — | $411K | 2.3% | |
| MFS 23,764 Lifetime 2025 Fund - | Mutual Funds | — | — | $320K | 1.8% | |
| Party Involved (No. of Shares) Cost Value " 15,839 International Large-Cap Growth - | Other securities | — | — | $259K | 1.4% | |
| Fidelity 15,257 Growth Strategies - | Mutual Funds | — | — | $253K | 1.4% | |
| " 21,708 Intermediate Governmental Fixed-Income - | Other securities | — | — | $235K | 1.3% | |
| " 10,200 International Value - | Other securities | — | — | $213K | 1.2% | |
| " 14,679 Lifetime Income - | Other securities | — | — | $181K | 1.0% | |
| Investments, at Contract Value The Standard 4,974 Standard Stable Asset Fund - Class 2 - | Other securities | — | — | $171K | 0.9% | |
| " 9,622 Lifetime 2060 Fund - | Other securities | — | — | $156K | 0.9% | |
| " 9,250 Lifetime 2030 Fund - | Other securities | — | — | $151K | 0.8% | |
| " 4,570 Mid-Cap Value - | Other securities | — | — | $149K | 0.8% | |
| Participant Loans Interest Rate: 4.25% - 9.50% - | Bonds / Notes | — | — | $147K | 0.8% | |
| " 1,345 Explorer - | Other securities | — | — | $144K | 0.8% | |
| Franklin 2,454 Small-Cap Value - | Mutual Funds | — | — | $144K | 0.8% | |
| Victory 8,355 Trivalent International Small-Cap - | Other securities | — | — | $127K | 0.7% | |
| " 12,400 Intermediate Bond Index - | Other securities | — | — | $125K | 0.7% | |
| Cromwell 10,795 Center Square Real Estate Securities - | Other securities | — | — | $114K | 0.6% | |
| " 1,033 Small-Cap Index - | Other securities | — | — | $108K | 0.6% | |
| " 356 Mid-Cap Index - | Other securities | — | — | $107K | 0.6% | |
| " 303 Real Estate Index - | Other securities | — | — | $36K | 0.2% | |
| Virtus Seix 4,224 High Yield - | Other securities | — | — | $33K | 0.2% | |
| " 1,771 Lifetime 2035 Fund - | Other securities | — | — | $31K | 0.2% | |
| " 3,233 Institutional Floating Rate - | Bonds / Notes | — | — | $31K | 0.2% | |
| Principal 2,410 Short-Term Income - | Other securities | — | — | $29K | 0.2% | |
| " 2,916 Short-Term Treasury - | Other securities | — | — | $28K | 0.2% | |
| Cash - | Cash / Money Market | — | — | $26K | 0.1% | |
| " 1,385 Lifetime 2065 Fund - | Other securities | — | — | $14K | <0.1% | |
| " 415 Total International Bond Index - | Other securities | — | — | $8K | <0.1% | |
| " 124 Emerging Markets Index - | Other securities | — | — | $5K | <0.1% | |
| " 617 International Bond - | Other securities | — | — | $4K | <0.1% | |
| " 162 Inflation Protected Securities - | Other securities | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $9K |
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