Craig Saltzman signed Affinity Dental's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Affinity Dental's EIN is 82-1866847.
Download the official 2024 Form 5500 (PDF) for Affinity Dental from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Affinity Dental's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | 31-4156830 | COLUMBUS, OH | RECORDKEEPER | $55K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES & ASSOC INC | — | ST. PETERSBURG, FL | INVESTMENT ADVISORY | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidadv Free 2035 Inst | Other securities | — | — | $2.8M | 13.9% | |
| American Funds AmFds Gr Fd Am R6 | Mutual Funds | — | — | $1.5M | 7.7% | |
| American Century AmCent Ultra R6 | Other securities | — | — | $1.4M | 7.2% | |
| Vngrd Trgt Rtrmt 2035 Inv | Other securities | — | — | $983K | 4.9% | |
| Vngrd Trgt Rtrmt 2045 Inv | Other securities | — | — | $828K | 4.1% | |
| Neuberger Berman NeuBer Eq Inc Inst | Common Stocks | — | — | $687K | 3.4% | |
| MFS Val R6 | Mutual Funds | — | — | $671K | 3.3% | |
| BlackRock BlkRk Eq Divd Inst | Other securities | — | — | $660K | 3.3% | |
| Vngrd Trgt Rtrmt 2040 Inv | Other securities | — | — | $651K | 3.2% | |
| Vngrd Trgt Rtrmt 2030 Inv | Other securities | — | — | $644K | 3.2% | |
| Federated Hermes Fed Hrms Gov Oblgtns Prmr * 982 Fed Hrms Intl Eq Inst | Other securities | — | — | $635K | 3.2% | |
| MFS Rsrch Intl R4 | Mutual Funds | — | — | $600K | 3.0% | |
| Fidelity Advisor FidAdv Levr Co Stk I | Mutual Funds | — | — | $598K | 3.0% | |
| BlkRk Hlth Scnc Oppr Inst | Other securities | — | — | $578K | 2.9% | |
| ClearBridge LeggM ClrBrdg LgCap Gr I | Other securities | — | — | $542K | 2.7% | |
| Vngrd Trgt Rtrmt 2055 Inv | Other securities | — | — | $515K | 2.6% | |
| Vngrd Trgt Rtrmt 2050 Inv | Other securities | — | — | $488K | 2.4% | |
| Fid US Bd Indx | Mutual Funds | — | — | $386K | 1.9% | |
| Vngrd Gr Inc Adml | Common Stocks | — | — | $329K | 1.6% | |
| Carillon Cariln Eagle MdCap Gr I | Other securities | — | — | $313K | 1.6% | |
| Calamos Glbl Eq I | Other securities | — | — | $308K | 1.5% | |
| Vngrd Trgt Rtrmt 2025 Inv | Other securities | — | — | $298K | 1.5% | |
| FidAdv Val Inst | Other securities | — | — | $289K | 1.4% | |
| Nationwide** Nationwide Pooled Fixed Contract | Other securities | — | — | $273K | 1.4% | |
| Fid Ttl Mkt Indx | Mutual Funds | — | — | $210K | 1.0% | |
| Fidelity Fid Infl Prtct Bd Indx | Mutual Funds | — | — | $201K | 1.0% | |
| Vngrd Trgt Rtrmt 2060 Inv | Other securities | — | — | $188K | 0.9% | |
| Permanent Portfolio Permanent Portfolio | Other securities | — | — | $181K | 0.9% | |
| TCW Ttl Rtn Bd I | Other securities | — | — | $170K | 0.8% | |
| DFA US SmCap Gr Inst | Mutual Funds | — | — | $164K | 0.8% | |
| MFS Ttl Rtn R4 | Mutual Funds | — | — | $156K | 0.8% | |
| Invesco Invsco Val Opp Y | Mutual Funds | — | — | $154K | 0.8% | |
| Vngrd Trgt Rtrmt 2065 Inv | Other securities | — | — | $152K | 0.8% | |
| Vngrd Trgt Rtrmt 2020 Inv | Other securities | — | — | $149K | 0.7% | |
| Fid Intl Indx | Mutual Funds | — | — | $129K | 0.6% | |
| Vngrd RealEst Indx Adml | Other securities | — | — | $119K | 0.6% | |
| American Beacon AmBcn SmCap Val R5 | Other securities | — | — | $105K | 0.5% | |
| Baron Gr Inst | Other securities | — | — | $87K | 0.4% | |
| Wells Fargo Allspr Gr Inst | Other securities | — | — | $82K | 0.4% | |
| Putnam Ptnm SmCap Gr Y | Mutual Funds | — | — | $80K | 0.4% | |
| Invsco Divrs Divd R5 | Other securities | — | — | $76K | 0.4% | |
| PIMCO Ttl Rtn Inst | Mutual Funds | — | — | $72K | 0.4% | |
| Franklin Fnkln Util Ser Adv | Mutual Funds | — | — | $65K | 0.3% | |
| PIMCO Real Rtn Inst | Mutual Funds | — | — | $64K | 0.3% | |
| Vanguard Vngrd Enrgy Adml | Mutual Funds | — | — | $63K | 0.3% | |
| Oakmark Okmrk Intl Inv | Other securities | — | — | $55K | 0.3% | |
| Vngrd Strat Eq Inv | Other securities | — | — | $53K | 0.3% | |
| AmFds SmCap Wld R6 | Other securities | — | — | $49K | 0.2% | |
| Pioneer Pionr Strat Inc Y * 711 Principal Prncpl Hi Yld Inst | Common Stocks | — | — | $45K | 0.2% | |
| PGIM Prudntl Glbl RealEst Z | Other securities | — | — | $30K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE BENEFIT PRACTICE | 13-4144565 | STAMFORD, CT | THIRD PARTY ADMIN | $4K | — |
