Jenna Perdue signed Specialized Dental Partners, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Specialized Dental Partners, LLC's EIN is 83-2414370.
Download the official 2024 Form 5500 (PDF) for Specialized Dental Partners, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Specialized Dental Partners, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $54K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | ADVISOR | $52K | — |
| WELLTH ADVISORY SERVICES LLC |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 99-2539506 |
| — |
| ADVISOR |
| $19K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LBMC, PC | 62-1199757 | — | ACCOUNTANT/AUDITOR | $17K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $9.8M | 16.4% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $9.1M | 15.3% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $7.2M | 12.2% | |
| Fidelity Management Trust Company FID 500 Index | Common Collective Trusts | — | — | $7.2M | 12.1% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $5.9M | 9.9% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $4.8M | 8.0% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $2.7M | 4.5% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $1.4M | 2.4% | |
| AB US LARGE CAP GR U GREAT GRAY TRUST COMPANY, LLC · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $1.1M | 1.9% | |
| PUTN LARGE CP VAL R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $1.0M | 1.7% | |
| Fidelity Management Trust Company FID International Fund | Mutual Funds | — | — | $1.0M | 1.7% | |
| Fidelity Management Trust Company FID Government MMKT K6 | Mutual Funds | — | — | $898K | 1.5% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $695K | 1.2% | |
| Fidelity Management Trust Company FID Small Cap Value Fund | Mutual Funds | — | — | $680K | 1.1% | |
| Baird Asset Management Bond Fund Class Institutional | U.S. Treasuries | — | — | $675K | 1.1% | |
| Self-directed brokerage account Various investments | Self-Directed Brokerage | — | — | $667K | 1.1% | |
| Fidelity Management Trust Company FID Mid Cap Index Fund | Common Collective Trusts | — | — | $528K | 0.9% | |
| Notes receivable from participants Maturing at various dates through May 2051 with interest rates from 4.25% to 9.50% - | Bonds / Notes | — | — | $496K | 0.8% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $493K | 0.8% | |
| American Funds American Balanced Fund | Mutual Funds | — | — | $393K | 0.7% | |
| Vanguard Target Retirement 2070 Fund | Mutual Funds | — | — | $384K | 0.6% | |
| T.Rowe Price Diversified MdCap Growth Fund 1 Cl | Other securities | — | — | $367K | 0.6% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $350K | 0.6% | |
| Pacific Investment Mgmt Company Income Fund Institutional Class | Common Stocks | — | — | $346K | 0.6% | |
| GG MFS MID CP VAL 2W GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $330K | 0.6% | |
| American Funds AC Sm Cap Growth Fund R6 Class | Mutual Funds | — | — | $323K | 0.5% | |
| MFS INTL EQUITY 2 MFS HERITAGE TRUST COMPANY · EIN 57-1187281 / PN 013 | Common Collective Trust | — | — | $259K | 0.4% | |
| Principal Sm Cap S&P 600 Index Fund Class R6 | Common Collective Trusts | — | — | $181K | 0.3% | |
| Vanguard Intrm-Term Bd Index Fd Amd Shares | Mutual Funds | — | — | $89K | 0.1% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $76K | 0.1% | |
| Lazard Asset Management Equity Advantage Portfolio Inst Class | Other securities | — | — | $45K | <0.1% |
