Terri Yunghans for TRPC signed TEND Dental, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
TEND Dental, Inc.'s EIN is 83-1207802.
Download the official 2024 Form 5500 (PDF) for TEND Dental, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)TEND Dental, Inc.'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 | — | RECORDKEEPER | $25K | — |
| FIDELITY INVESTMENT INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC | 04-2654524 | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments Freedom Index 2055 | Mutual Funds | — | — | $2.8M | 22.4% | |
| State Street Equity 500 Index K | Common Collective Trusts | — | — | $1.5M | 12.3% | |
| Fidelity Investments Freedom Index 2060 | Mutual Funds | — | — | $1.5M | 12.1% | |
| Fidelity Investments Freedom Index 2050 | Mutual Funds | — | — | $1.3M | 10.5% | |
| Fidelity Investments Freedom Index 2045 | Mutual Funds | — | — | $688K | 5.5% | |
| Vanguard Mid Cap Index Adm | Mutual Funds | — | — | $639K | 5.1% | |
| Fidelity Investments Blue Chip Growth | Mutual Funds | — | — | $469K | 3.8% | |
| Fidelity Investments Freedom Index 2040 | Mutual Funds | — | — | $348K | 2.8% | |
| Fidelity Investments Freedom Index 2035 | Mutual Funds | — | — | $335K | 2.7% | |
| Vanguard Small Cap Value Index Admiral | Mutual Funds | — | — | $328K | 2.6% | |
| Fidelity Investments Freedom Index 2065 | Mutual Funds | — | — | $287K | 2.3% | |
| Fidelity Investments Government Money Market Fund K6 ** 37 Vanguard Small Cap Index Adm | Mutual Funds | — | — | $246K | 2.0% | |
| JP Morgan Equity Income R6 | Other securities | — | — | $218K | 1.7% | |
| Notes receivable from participants Maturing through December 2027 with rates between 5.25% and 10.50% - | Bonds / Notes | — | — | $197K | 1.6% | |
| MORLEY STABLE VALUE FUND CLASS 50 PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-1229890 / PN 001 | Common Collective Trust | — | — | $196K | 1.6% | |
| T. Rowe Price Dividend Growth I | Other securities | — | — | $178K | 1.4% | |
| iShares MSCI EAFE International Index K | Other securities | — | — | $176K | 1.4% | |
| Fidelity Investments Freedom Index 2030 | Mutual Funds | — | — | $167K | 1.3% | |
| Vanguard Intermediate-Term Bond Index Fund | Common Collective Trusts | — | — | $148K | 1.2% | |
| T. Rowe Price Overseas Stock I | Other securities | — | — | $67K | 0.5% | |
| Fidelity Investments Small Cap Index | Mutual Funds | — | — | $61K | 0.5% | |
| VanEck CM Commodity Index Class I | Other securities | — | — | $59K | 0.5% | |
| GQG Partners Emerging Markets EQ R6 | Other securities | — | — | $57K | 0.5% | |
| Principal Real Estate Securities R6 | Other securities | — | — | $41K | 0.3% | |
| Fidelity Investments Freedom Index Income | Mutual Funds | — | — | $40K | 0.3% | |
| Blackrock Total Return K | Other securities | — | — | $39K | 0.3% | |
| Fidelity Investments Inflation- Protected Bonus Index | Mutual Funds | — | — | $38K | 0.3% | |
| Fidelity Investments Freedom Index 2025 | Mutual Funds | — | — | $37K | 0.3% | |
| Blackrock High Yield K | Other securities | — | — | $35K | 0.3% | |
| Fidelity Investments Freedom Index 2070 | Mutual Funds | — | — | $34K | 0.3% | |
| MFS Total Return R6 | Mutual Funds | — | — | $16K | 0.1% | |
| American Century Small Cap Growth R6 | Other securities | — | — | $15K | 0.1% | |
| Fidelity Investments Freedom Index 2020 | Mutual Funds | — | — | $7K | <0.1% | |
| Fidelity Investments Freedom Index 2010 | Mutual Funds | — | — | $6K | <0.1% | |
| Fidelity Investments Freedom Index 2015 | Mutual Funds | — | — | $5K | <0.1% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| ADVISOR |
| $12 |
| — |
