Marlie Averitte signed Richard Lee Averitte, Jr., PLLC DBA Affiliated Dermatology's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Richard Lee Averitte, Jr., PLLC DBA Affiliated Dermatology's EIN is 74-3037351.
Download the official 2024 Form 5500 (PDF) for Richard Lee Averitte, Jr., PLLC DBA Affiliated Dermatology from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Richard Lee Averitte, Jr., PLLC DBA Affiliated Dermatology's plan includes profit-sharing, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS HOLDINGS INC. DBA FUTUREPL | 82-3719843 | SAN DIEGO, CA | CONTRACT ADMIN | $5K | — |
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
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 SCAI MASSMUTUAL LIFE INSURANCE CO. · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $7.2M | 89.2% | |
| MassMutual IndexSelect Moderate 2055 I | Other securities | — | — | $1.9M | 23.1% | |
| MassMutual Ishares S&P 500 Index K | Common Collective Trusts | — | — | $1.4M | 17.3% | |
| MassMutual IndexSelect Moderate 2045 I | Other securities | — | — | $836K | 10.3% | |
| MassMutual IndexSelect Moderate 2035 I | Other securities | — | — | $595K | 7.4% | |
| MassMutual Ishares US Aggregate Bond IX K | Other securities | — | — | $495K | 6.1% | |
| MassMutual Income Fund | Other securities | — | — | $397K | 4.9% | |
| MassMutual Ishares Russell 2000 SM CAP IX K | Common Collective Trusts | — | — | $395K | 4.9% | |
| MassMutual IndexSelect Aggressive 2035 I | Other securities | — | — | $361K | 4.5% | |
| MassMutual Fixed Account | Other securities | — | — | $281K | 3.5% | |
| MassMutual Equity Dividend K | Other securities | — | — | $141K | 1.7% | |
| Maturing 2025 to 2031 - | Other securities | — | — | $130K | 1.6% | |
| MassMutual Europacific Growth R6 | Other securities | — | — | $123K | 1.5% | |
| MassMutual Fundamental Investors R6 | Other securities | — | — | $121K | 1.5% | |
| MassMutual IndexSelect Aggressive 2055 I | Other securities | — | — | $90K | 1.1% | |
| MassMutual Ishares MSCI EAFE Int IX K | Other securities | — | — | $81K | 1.0% | |
| MassMutual IndexSelect Conservative 2045 I | Other securities | — | — | $75K | 0.9% | |
| MassMutual IndexSelect Moderate Retirement I | Other securities | — | — | $66K | 0.8% | |
| MassMutual Global Real Estate R6 | Other securities | — | — | $56K | 0.7% | |
| MassMutual Global Dividend Portfolio K | Other securities | — | — | $38K | 0.5% | |
| MassMutual IndexSelect Aggressive Retirement I | Other securities | — | — | $30K | 0.4% | |
| MassMutual IndexSelect Aggressive 2045 I | Other securities | — | — | $30K | 0.4% | |
| MassMutual IndexSelect Conservative 2035 I | Other securities | — | — | $12K | 0.2% | |
| MassMutual IndexSelect Conservative 2055 I 268 MassMutual IndexSelect Conservative Retirement I | 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.
| BAYNTREE WEALTH ADVISORS, LLC | 47-3722740 | SCOTTSDALE, AZ | INVESTMENT ADVISOR | $28K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MANAGER | $1K | — |
