Kimberly Pretnar signed Highfive Dental Holdco, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Highfive Dental Holdco, LLC's EIN is 83-2321111.
Download the official 2024 Form 5500 (PDF) for Highfive Dental Holdco, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Highfive Dental Holdco, 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 |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $39K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES | 04-2675571 | — | NONE | $38K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| 2035 Target Date Retirement Fund Mutual fund | Other securities | — | — | $6.4M | 15.6% | |
| 2040 Target Date Retirement Fund Mutual fund | Other securities | — | — | $6.2M | 15.1% | |
| 2045 Target Date Retirement Fund Mutual fund | Other securities | — | — | $3.2M | 7.8% | |
| 2030 Target Date Retirement Fund Mutual fund | Other securities | — | — | $3.1M | 7.6% | |
| 2050 Target Date Retirement Fund Mutual fund | Other securities | — | — | $2.5M | 6.3% | |
| Growth Index Fund Mutual fund | Common Collective Trusts | — | — | $2.4M | 5.8% | |
| Putnam Large Cap Value Fund Mutual fund | Mutual Funds | — | — | $2.0M | 4.8% | |
| 500 Index Fund Mutual fund | Common Collective Trusts | — | — | $1.8M | 4.3% | |
| Diamond Hill Core Bond Fund Mutual fund | Other securities | — | — | $1.4M | 3.3% | |
| 2025 Target Date Retirement Fund Mutual fund | Other securities | — | — | $1.3M | 3.2% | |
| International Index Fund Mutual fund | Common Collective Trusts | — | — | $1.1M | 2.7% | |
| New World Fund Mutual fund | Other securities | — | — | $884K | 2.2% | |
| 2020 Target Date Retirement Fund Mutual fund | Other securities | — | — | $750K | 1.8% | |
| 2055 Target Date Retirement Fund Mutual fund | Other securities | — | — | $737K | 1.8% | |
| MFS Institutional International Equity Fund Mutual fund | Mutual Funds | — | — | $732K | 1.8% | |
| Diamond Hill Select Fund Mutual fund | Other securities | — | — | $677K | 1.7% | |
| 2010 Target Date Retirement Fund Mutual fund 187 2015 Target Date Retirement Fund Mutual fund | Other securities | — | — | $608K | 1.5% | |
| Mid Cap Index Fund Mutual fund | Common Collective Trusts | — | — | $547K | 1.3% | |
| 2060 Target Date Retirement Fund Mutual fund | Other securities | — | — | $529K | 1.3% | |
| JPMorgan Large Cap Growth Fund Mutual fund | Other securities | — | — | $520K | 1.3% | |
| Invesco Small Cap Value Fund Mutual fund | Mutual Funds | — | — | $486K | 1.2% | |
| PGIM High Yield Fund Mutual fund | Other securities | — | — | $363K | 0.9% | |
| JPMorgan Short Duration Bond Fund Mutual fund | Other securities | — | — | $356K | 0.9% | |
| Treasury Money Market Fund Mutual fund | Cash / Money Market | — | — | $331K | 0.8% | |
| PGIM Jennison Midcap Growth Fund Mutual fund | Other securities | — | — | $308K | 0.8% | |
| 2065 Target Date Retirement Fund Mutual fund | Other securities | — | — | $273K | 0.7% | |
| Small Cap Growth Fund Mutual fund | Other securities | — | — | $252K | 0.6% | |
| Small Cap Growth Index Fund Mutual fund | Common Collective Trusts | — | — | $218K | 0.5% | |
| Small Cap Index Fund Mutual fund | Common Collective Trusts | — | — | $153K | 0.4% | |
| Short-Term Treasury Index Fund Mutual fund | Common Collective Trusts | — | — | $120K | 0.3% | |
| Large Cap Value Index Fund Mutual fund | Common Collective Trusts | — | — | $103K | 0.3% | |
| Index Fund Mutual fund | Real Estate | — | — | $66K | 0.2% | |
| Small Cap Value Index Mutual fund | Other securities | — | — | $53K | 0.1% | |
| Mid Cap Growth Index Fund Mutual fund | Common Collective Trusts | — | — | $40K | <0.1% | |
| Payden Global Fixed Income Fund Mutual fund | Other securities | — | — | $35K | <0.1% | |
| Mid Cap Value Index Fund Mutual fund | Common Collective Trusts | — | — | $24K | <0.1% | |
| Janus Henderson Global Life Sciences Fund Mutual fund | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
