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Original filing (PDF)20250905160017NAL0017296113001
SPECIALIZED DENTAL PARTNERS, LLC
Form 5500
FILING_RECEIVED
SPECIALIZED DENTAL PARTNERS 401(K) PLAN
401(k) retirement plan
Active participants
2,431
Accounts w/ balance
1,964
Plan assets (EOY)
$59.6M
Net assets (EOY)
$59.6M
How this plan invests
This plan
4 pooled trusts
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 24 bps in Schedule C fees — 50% above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SPECIALIZED DENTAL PARTNERS, LLC.
Plan sponsor
Name
SPECIALIZED DENTAL PARTNERS, LLC
EIN
83-2414370
Address
720 COOL SPRINGS BLVD · SUITE 450 · FRANKLIN, TN · 37067
Phone
(615) 969-6032
Industry
Offices of Dentists· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-05
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
LBMC, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $54K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | ADVISOR | $52K | — |
| WELLTH ADVISORY SERVICES LLC | 99-2539506 | — | ADVISOR | $19K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LBMC, PC | 62-1199757 | — | ACCOUNTANT/AUDITOR | $17K | — |
Investments
27 direct securities · 4 pooled funds· $59.7M(100% of reported assets)
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.
Uncategorized
$56.9M
27 holdings
Common Collective Trust
$2.8M
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2040 Fund | — | — | — | $9.8M | 16.4% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $9.1M | 15.3% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $7.2M | 12.2% | |
| Fidelity Management Trust Company FID 500 Index | — | — | — | $7.2M | 12.1% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $5.9M | 9.9% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $4.8M | 8.0% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $2.7M | 4.5% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $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 | — | — | — | $1.0M | 1.7% | |
| Fidelity Management Trust Company FID Government MMKT K6 | — | — | — | $898K | 1.5% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $695K | 1.2% | |
| Fidelity Management Trust Company FID Small Cap Value Fund | — | — | — | $680K | 1.1% | |
| Baird Asset Management Bond Fund Class Institutional | — | — | — | $675K | 1.1% | |
| Self-directed brokerage account Various investments | — | — | — | $667K | 1.1% | |
| Fidelity Management Trust Company FID Mid Cap Index Fund | — | — | — | $528K | 0.9% | |
| Notes receivable from participants Maturing at various dates through May 2051 with interest rates from 4.25% to 9.50% - | — | — | — | $496K | 0.8% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $493K | 0.8% | |
| American Funds American Balanced Fund | — | — | — | $393K | 0.7% | |
| Vanguard Target Retirement 2070 Fund | — | — | — | $384K | 0.6% | |
| T.Rowe Price Diversified MdCap Growth Fund 1 Cl | — | — | — | $367K | 0.6% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $350K | 0.6% | |
| Pacific Investment Mgmt Company Income Fund Institutional Class | — | — | — | $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 | — | — | — | $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 | — | — | — | $181K | 0.3% | |
| Vanguard Intrm-Term Bd Index Fd Amd Shares | — | — | — | $89K | 0.1% | |
| Vanguard Target Retirement Income Fund | — | — | — | $76K | 0.1% | |
| Lazard Asset Management Equity Advantage Portfolio Inst Class | — | — | — | $45K | <0.1% |
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