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Original filing (PDF)20251015105534NAL0006025584001
AFFINITY DENTAL
Form 5500
FILING_RECEIVED
AFFINITY DENTAL 401-K RETIREMENT PLAN
401(k) retirement plan
Active participants
178
Accounts w/ balance
183
Plan assets (EOY)
$20.0M
Net assets (EOY)
$20.0M
How this plan invests
This plan
53 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AFFINITY DENTAL.
Plan sponsor
Name
AFFINITY DENTAL
EIN
82-1866847
Address
330 WHITNEY AVE STE 740 · HOLYOKE, MA · 010402789
Phone
(413) 382-7022
Industry
Offices of Dentists· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PLANTE MORAN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | 31-4156830 | COLUMBUS, OH | RECORDKEEPER | $55K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES & ASSOC INC | — | ST. PETERSBURG, FL | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE BENEFIT PRACTICE | 13-4144565 | STAMFORD, CT | THIRD PARTY ADMIN | $4K | — |
Investments
53 direct securities· $20.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidadv Free 2035 Inst | — | — | — | $2.8M | 13.9% | |
| American Funds AmFds Gr Fd Am R6 | — | — | — | $1.5M | 7.7% | |
| American Century AmCent Ultra R6 | — | — | — | $1.4M | 7.2% | |
| Vngrd Trgt Rtrmt 2035 Inv | — | — | — | $983K | 4.9% | |
| Vngrd Trgt Rtrmt 2045 Inv | — | — | — | $828K | 4.1% | |
| Neuberger Berman NeuBer Eq Inc Inst | — | — | — | $687K | 3.4% | |
| MFS Val R6 | — | — | — | $671K | 3.3% | |
| BlackRock BlkRk Eq Divd Inst | — | — | — | $660K | 3.3% | |
| Vngrd Trgt Rtrmt 2040 Inv | — | — | — | $651K | 3.2% | |
| Vngrd Trgt Rtrmt 2030 Inv | — | — | — | $644K | 3.2% | |
| Federated Hermes Fed Hrms Gov Oblgtns Prmr * 982 Fed Hrms Intl Eq Inst | — | — | — | $635K | 3.2% | |
| MFS Rsrch Intl R4 | — | — | — | $600K | 3.0% | |
| Fidelity Advisor FidAdv Levr Co Stk I | — | — | — | $598K | 3.0% | |
| BlkRk Hlth Scnc Oppr Inst | — | — | — | $578K | 2.9% | |
| ClearBridge LeggM ClrBrdg LgCap Gr I | — | — | — | $542K | 2.7% | |
| Vngrd Trgt Rtrmt 2055 Inv | — | — | — | $515K | 2.6% | |
| Vngrd Trgt Rtrmt 2050 Inv | — | — | — | $488K | 2.4% | |
| Fid US Bd Indx | — | — | — | $386K | 1.9% | |
| Vngrd Gr Inc Adml | — | — | — | $329K | 1.6% | |
| Carillon Cariln Eagle MdCap Gr I | — | — | — | $313K | 1.6% | |
| Calamos Glbl Eq I | — | — | — | $308K | 1.5% | |
| Vngrd Trgt Rtrmt 2025 Inv | — | — | — | $298K | 1.5% | |
| FidAdv Val Inst | — | — | — | $289K | 1.4% | |
| Nationwide** Nationwide Pooled Fixed Contract | — | — | — | $273K | 1.4% | |
| Fid Ttl Mkt Indx | — | — | — | $210K | 1.0% | |
| Fidelity Fid Infl Prtct Bd Indx | — | — | — | $201K | 1.0% | |
| Vngrd Trgt Rtrmt 2060 Inv | — | — | — | $188K | 0.9% | |
| Permanent Portfolio Permanent Portfolio | — | — | — | $181K | 0.9% | |
| TCW Ttl Rtn Bd I | — | — | — | $170K | 0.8% | |
| DFA US SmCap Gr Inst | — | — | — | $164K | 0.8% | |
| MFS Ttl Rtn R4 | — | — | — | $156K | 0.8% | |
| Invesco Invsco Val Opp Y | — | — | — | $154K | 0.8% | |
| Vngrd Trgt Rtrmt 2065 Inv | — | — | — | $152K | 0.8% | |
| Vngrd Trgt Rtrmt 2020 Inv | — | — | — | $149K | 0.7% | |
| Fid Intl Indx | — | — | — | $129K | 0.6% | |
| Vngrd RealEst Indx Adml | — | — | — | $119K | 0.6% | |
| American Beacon AmBcn SmCap Val R5 | — | — | — | $105K | 0.5% | |
| Baron Gr Inst | — | — | — | $87K | 0.4% | |
| Wells Fargo Allspr Gr Inst | — | — | — | $82K | 0.4% | |
| Putnam Ptnm SmCap Gr Y | — | — | — | $80K | 0.4% | |
| Invsco Divrs Divd R5 | — | — | — | $76K | 0.4% | |
| PIMCO Ttl Rtn Inst | — | — | — | $72K | 0.4% | |
| Franklin Fnkln Util Ser Adv | — | — | — | $65K | 0.3% | |
| PIMCO Real Rtn Inst | — | — | — | $64K | 0.3% | |
| Vanguard Vngrd Enrgy Adml | — | — | — | $63K | 0.3% | |
| Oakmark Okmrk Intl Inv | — | — | — | $55K | 0.3% | |
| Vngrd Strat Eq Inv | — | — | — | $53K | 0.3% | |
| AmFds SmCap Wld R6 | — | — | — | $49K | 0.2% | |
| Pioneer Pionr Strat Inc Y * 711 Principal Prncpl Hi Yld Inst | — | — | — | $45K | 0.2% | |
| PGIM Prudntl Glbl RealEst Z | — | — | — | $30K | 0.1% | |
| Participants** Participant notes receivable bearing interest ranging from 4.25 to 9.50 percent - | — | — | — | $28K | 0.1% | |
| Vngrd Trgt Rtrmt Inc | — | — | — | $8K | <0.1% | |
| BlkRk GNMA K | — | — | — | $7K | <0.1% |
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