Wendi Newton signed Dallas Plastic Surgery Institute, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Dallas Plastic Surgery Institute, Inc.'s EIN is 75-2404682.
Download the official 2024 Form 5500 (PDF) for Dallas Plastic Surgery Institute, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Dallas Plastic Surgery Institute, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| ASCENSUS | — | CHICAGO, IL | THIRD PARTY ADMINISTRATO | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL INVESTMENT | — | MILWAUKEE, WI | BROKER/DEALER | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $17.9M | 95.8% | |
| Vangrd Value Index Fund Adm Mutual Funds n/a | Common Collective Trusts | — | — | $3.2M | 17.0% | |
| Fid Ttl Mkt Id Fd Mutual Funds n/a | Mutual Funds | — | — | $2.0M | 10.7% | |
| Vangrd Balanced Index Fnd Adm Mutual Funds n/a | Other securities | — | — | $1.3M | 7.2% | |
| CHARLES SCHWAB PCRA Self-Directed Brokerage Accounts n/a | Self-Directed Brokerage | — | — | $1.1M | 5.9% | |
| MyCompass Ind Mod 2035 Fd R Common/Collective Trust n/a | Common Collective Trusts | — | — | $1.1M | 5.8% | |
| Vangrd U.S. Growth Fund Adm Mutual Funds n/a | Other securities | — | — | $1.0M | 5.5% | |
| Vangrd Dev Mkts Index Fd Adm Mutual Funds n/a | Other securities | — | — | $926K | 5.0% | |
| Fidelity Adv Grw Opport Fnd Z Mutual Funds n/a | Mutual Funds | — | — | $905K | 4.8% | |
| Voya Fixed Account (4450) Insurance Company General Account n/a | Common Stocks | — | — | $865K | 4.6% | |
| American Funds New World R6 Mutual Funds n/a | Mutual Funds | — | — | $639K | 3.4% | |
| BlkRck Global Alloc Fnd K Mutual Funds n/a | Other securities | — | — | $542K | 2.9% | |
| AB Small Cap Grw Port Z Mutual Funds n/a | Other securities | — | — | $527K | 2.8% | |
| MSIF Tr Discovery Portfolio R6 Mutual Funds n/a | Other securities | — | — | $401K | 2.1% | |
| MyCompass Ind Agg 2035 Fd R Common/Collective Trust n/a | Common Collective Trusts | — | — | $345K | 1.8% | |
| MyCompass Ind Cns 2055 F R Common/Collective Trust n/a | Common Collective Trusts | — | — | $337K | 1.8% | |
| MyCompass Ind Mod 2055 Fd R Common/Collective Trust n/a | Common Collective Trusts | — | — | $334K | 1.8% | |
| Undiscoverd Mngrs Bhv Vl F R6 Mutual Funds n/a | Other securities | — | — | $332K | 1.8% | |
| BlackRock Mid-Cap Grw Eq Por K Mutual Funds n/a | Other securities | — | — | $308K | 1.6% | |
| Nuveen Real Estate Sec Sel R6 Mutual Funds n/a | Mutual Funds | — | — | $276K | 1.5% | |
| MyCompass Ind Agg 2045 Fd R Common/Collective Trust n/a | Common Collective Trusts | — | — | $243K | 1.3% | |
| Baird Aggregate Bond Fund Ins Mutual Funds n/a | Other securities | — | — | $241K | 1.3% | |
| MyCompass Ind Mod 2045 Fd R Common/Collective Trust n/a | Common Collective Trusts | — | — | $195K | 1.0% | |
| Victory Core Pl Inter Bnd R6 Mutual Funds n/a | Other securities | — | — | $159K | 0.8% | |
| Fidelity Sm Cp Ind Fd Mutual Funds n/a | Mutual Funds | — | — | $156K | 0.8% | |
| American Funds Nw Prspctv R6 Mutual Funds n/a | Mutual Funds | — | — | $137K | 0.7% | |
| PGIM High Yield Fund R6 Mutual Funds n/a | Other securities | — | — | $127K | 0.7% | |
| Vangrd LifeStrat Grw Fd Inv Mutual Funds n/a | Other securities | — | — | $109K | 0.6% | |
| Participant Loans Maturity dates from April 2025 to April n/a | Participant loans | — | — | $104K | 0.6% | |
| MyCompass Ind Agg 2065 Fd R Common/Collective Trust n/a | Common Collective Trusts | — | — | $102K | 0.5% | |
| MyCompass Ind Agg 2055 Fd R Common/Collective Trust n/a | Common Collective Trusts | — | — | $99K | 0.5% | |
| Vangrd Mid-Cap Index Fund Adm Mutual Funds n/a | Common Collective Trusts | — | — | $81K | 0.4% | |
| MyCompass Ind Cns Ret Fd R Common/Collective Trust n/a | Common Collective Trusts | — | — | $78K | 0.4% | |
| Allspg Spec MdCp Vl Fd R6 Mutual Funds n/a | Other securities | — | — | $76K | 0.4% | |
| MyCompass Ind Cns 2045 F R Common/Collective Trust n/a | Common Collective Trusts | — | — | $74K | 0.4% | |
| MyCompass Ind Mod Ret Fd R Common/Collective Trust n/a | Common Collective Trusts | — | — | $66K | 0.4% | |
| MyCompass Ind Cns 2035 F R Common/Collective Trust n/a | Common Collective Trusts | — | — | $51K | 0.3% | |
| DFA Infl-Prot Sec Port Ins Mutual Funds n/a | Mutual Funds | — | — | $36K | 0.2% | |
| John Hanck Disciplined Vl F R6 Mutual Funds n/a | Other securities | — | — | $27K | 0.1% | |
| Vangrd LifeStrat Cns Gr Fd Inv Mutual Funds n/a | Other securities | — | — | $27K | 0.1% | |
| Vangrd Intl Grw Fnd Adm Mutual Funds n/a | Other securities | — | — | $16K | <0.1% | |
| MyCompass Ind Agg Ret Fd R Common/Collective Trust n/a | Common Collective Trusts | — | — | $16K | <0.1% | |
| PGIM Global Total Return Fd R6 Mutual Funds n/a | Other securities | — | — | $3K | <0.1% | |
| Voya Gv Mny Mkt F A (Hld Acct) Mutual Funds n/a | Other securities | — | — | $2K | <0.1% |
