Sally Blackner signed UME Dental Growth, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
UME Dental Growth, LLC's EIN is 81-4234954.
Download the official 2024 Form 5500 (PDF) for UME Dental Growth, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)UME Dental Growth, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $15K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FIDELITY FREEDOM 2050 K6 Mutual Fund | Mutual Funds | — | — | $1.1M | 17.8% | |
| FIDELITY FREEDOM 2040 K6 Mutual Fund | Mutual Funds | — | — | $1.1M | 16.8% | |
| BROKERAGELINK Mutual Fund | Other securities | — | — | $619K | 9.8% | |
| FIDELITY FREEDOM 2045 K6 Mutual Fund | Mutual Funds | — | — | $321K | 5.1% | |
| FIDELITY BLUE CHIP GR K6 Mutual Fund | Mutual Funds | — | — | $203K | 3.2% | |
| FIDELITY FREEDOM 2060 K6 Mutual Fund | Mutual Funds | — | — | $196K | 3.1% | |
| FIDELITY FREEDOM 2055 K6 Mutual Fund | Mutual Funds | — | — | $190K | 3.0% | |
| FIDELITY 500 INDEX Mutual Fund | Common Collective Trusts | — | — | $177K | 2.8% | |
| FIDELITY FREEDOM 2065 K6 Mutual Fund | Mutual Funds | — | — | $119K | 1.9% | |
| FIDELITY FREEDOM 2035 K6 Mutual Fund | Mutual Funds | — | — | $107K | 1.7% | |
| FIDELITY GLB EX US IDX Mutual Fund | Common Collective Trusts | — | — | $104K | 1.6% | |
| AF AMER MUTUAL R6 Mutual Fund | Other securities | — | — | $100K | 1.6% | |
| AS SPL MID CP VAL R6 Mutual Fund | Other securities | — | — | $75K | 1.2% | |
| TRP DIV GROWTH I Mutual Fund | Other securities | — | — | $68K | 1.1% | |
| COL EMRG MKT I3 Mutual Fund | Other securities | — | — | $66K | 1.0% | |
| FIDELITY FREEDOM 2025 K6 Mutual Fund | Mutual Funds | — | — | $61K | 1.0% | |
| FIDELITY INTL CAP APPR K6 Mutual Fund | Mutual Funds | — | — | $41K | 0.6% | |
| FIDELITY TOTAL BOND K6 Mutual Fund | Mutual Funds | — | — | $34K | 0.5% | |
| FIDELITY MID CAP IDX Mutual Fund | Common Collective Trusts | — | — | $31K | 0.5% | |
| FIDELITY FREEDOM INC K6 Mutual Fund 985 * FIDELITY INFL PR BD IDX Mutual Fund 474 * FIDELITY FREEDOM 2070 K6 Mutual Fund 126 * Participant Loans 6.5% - 9.5% Interest | Common Collective Trusts | — | — | $25K | 0.4% | |
| JPM GOVT BOND R6 Mutual Fund | U.S. Treasuries | — | — | $11K | 0.2% | |
| FIDELITY US BOND IDX Mutual Fund | Common Collective Trusts | — | — | $10K | 0.2% | |
| FIDELITY GOVT MMKT K6 Mutual Fund | Mutual Funds | — | — | $2K | <0.1% | |
| C&S REALTY SHARES Z Mutual Fund | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
