Susan Dwyer signed Select Dental Management LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Select Dental Management LLC's EIN is 82-4299428.
Download the official 2024 Form 5500 (PDF) for Select Dental Management LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Select Dental Management LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $30K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI SECURITIES, INC. | 06-1493970 | — | INVESTMENT/FINANCIAL ADVI |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Nuveen Lifecycle Index 2025 Fund R6 | Mutual Funds | — | — | $2.1M | 15.3% | |
| Vanguard 500 Index Fund Admiral Shares | Common Collective Trusts | — | — | $1.8M | 13.1% | |
| Nuveen Lifecycle Index 2050 Fund R6 | Mutual Funds | — | — | $1.8M | 13.0% | |
| Nuveen Lifecycle Index 2035 Fund R6 | Mutual Funds | — | — | $1.7M | 12.3% | |
| Nuveen Lifecycle Index 2030 Fund R6 | Mutual Funds | — | — | $1.1M | 8.1% | |
| Nuveen Lifecycle Index 2055 Fund R6 | Mutual Funds | — | — | $1.0M | 7.5% | |
| Managers Nuveen Lifecycle Index 2040 Fund R6 | Mutual Funds | — | — | $856K | 6.2% | |
| Nuveen Lifecycle Index 2045 Fund R6 | Mutual Funds | — | — | $771K | 5.6% | |
| Nuveen Lifecycle Index 2060 Fund R6 | Mutual Funds | — | — | $390K | 2.8% | |
| JPMorgan Core Bond Fund R6 | Other securities | — | — | $292K | 2.1% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $246K | 1.8% | |
| Maturing on various dates through 2029 at interest $0 | Other securities | — | — | $204K | 1.5% | |
| JPMorgan Large Cap Growth Fund R6 | Other securities | — | — | $203K | 1.5% | |
| Putnam Large Cap Value Fund R6 | Mutual Funds | — | — | $174K | 1.3% | |
| Nuveen Lifecycle Index 2010 R6 Fund ** 5 American Funds American Funds New World Fund R6 | Mutual Funds | — | — | $143K | 1.0% | |
| Vanguard Mid Cap Index Fund Admiral Shares | Common Collective Trusts | — | — | $141K | 1.0% | |
| MFS International Diversification Fund R6 | Mutual Funds | — | — | $129K | 0.9% | |
| Nuveen Lifecycle Index 2065 Fund R6 | Mutual Funds | — | — | $125K | 0.9% | |
| PUTNAM STABLE VALUE 25 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $121K | 0.9% | |
| Nuveen Lifecycle Index 2015 Fund R6 | Mutual Funds | — | — | $107K | 0.8% | |
| Vanguard Explorer Fund Admiral Shares | Mutual Funds | — | — | $77K | 0.6% | |
| JPMorgan Mid Cap Growth Fund R6 | Other securities | — | — | $56K | 0.4% | |
| Undiscovered Managers Behavorial Value Fund R6 | Other securities | — | — | $54K | 0.4% | |
| UNDISC MGRS BEHAVIORAL VAL R6 | Registered Investment Companies | — | — | $54K | 0.4% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $38K | 0.3% | |
| Nuveen Lifecycle Index 2020 Fund R6 | Mutual Funds | — | — | $30K | 0.2% | |
| VANGUARD BAL IDX - ADM | Registered Investment Companies | — | — | $18K | 0.1% | |
| Vanguard Balanced Index Fund Admiral Shares | Common Collective Trusts | — | — | $18K | 0.1% | |
| JPMorgan Global Bond Opportunities Fund R6 | Registered Investment Companies | — | — | $15K | 0.1% | |
| American Funds American Funds Inflation Linked Bond Fund R6 | Mutual Funds | — | — | $15K | 0.1% | |
| Cohen & Steers Cohen & Steers Real Estate Securities Z | Other securities | — | — | $7K | <0.1% | |
| Allspring Special Mid Cap Value Fund R6 | Registered Investment Companies | — | — | $4K | <0.1% | |
| NUV LIFECYCLE IDX RET INC R6 | Registered Investment Companies | — | — | $4K | <0.1% | |
| Nuveen Lifecycle Index Retirement Income Fund R6 | Mutual Funds | — | — | $4K | <0.1% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | Pooled Separate Accounts | — | — | $3K | <0.1% | |
| performed pursuant to both 29 CFR 2520.103-8 and 29 CFR 2520.103-12(d). Check box (3) if pursuant to neither. | Other securities | — | $3K | $3K | <0.1% | |
| Yes No Amount a | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $14K |
| — |
