Courtney Schleidt signed Guardian Dentistry Practice Management LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Guardian Dentistry Practice Management LLC's EIN is 83-3074236.
Download the official 2024 Form 5500 (PDF) for Guardian Dentistry Practice Management LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Guardian Dentistry Practice Management LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
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 | $29K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | 13-2638166 | — | ADVISOR | $8K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Management Trust Company Fidelity 500 Index Fund | Common Collective Trusts | — | — | $7.3M | 15.8% | |
| Fidelity Management Trust Company Fidelity Freedom Index 2040 Fund Investor Class | Mutual Funds | — | — | $5.6M | 12.2% | |
| Fidelity Management Trust Company Fidelity Freedom Index 2030 Fund Investor Class | Mutual Funds | — | — | $5.3M | 11.4% | |
| Fidelity Management Trust Company Fidelity Freedom Index 2050 Fund Investor Class | Mutual Funds | — | — | $4.6M | 10.0% | |
| Fidelity Management Trust Company Fidelity Freedom Index 2035 Fund Investor Class | Mutual Funds | — | — | $4.5M | 9.7% | |
| Fidelity Management Trust Company Fidelity Freedom Index 2055 Fund Investor Class | Mutual Funds | — | — | $3.2M | 7.0% | |
| Fidelity Management Trust Company Fidelity Freedom Index 2045 Fund Investor Class | Mutual Funds | — | — | $2.4M | 5.2% | |
| Fidelity Management Trust Company Vanguard Balanced Index Fund Admiral Shares | Common Collective Trusts | — | — | $1.9M | 4.2% | |
| Fidelity Management Trust Company Fidelity Freedom Index 2060 Fund Investor Class | Mutual Funds | — | — | $1.9M | 4.1% | |
| Fidelity Management Trust Company Vanguard Small Cap Value Index Fund Admiral Shares | Common Collective Trusts | — | — | $1.0M | 2.3% | |
| Fidelity Management Trust Company Vanguard Mid-Cap Value Index Fund Admiral Shares | Common Collective Trusts | — | — | $951K | 2.1% | |
| Fidelity Management Trust Company Vanguard Emerging Markets Stock Index Fund Admiral Shares | Common Collective Trusts | — | — | $899K | 2.0% | |
| Fidelity Management Trust Company Fidelity Freedom Index 2025 Fund Investor Class | Mutual Funds | — | — | $828K | 1.8% | |
| Money market fund * Fidelity Management Trust Company Vanguard Treasury Money Market Fund Investor Shares | Mutual Funds | — | — | $714K | 1.6% | |
| Fidelity Management Trust Company Vanguard International Growth Fund Investor Shares | Mutual Funds | — | — | $684K | 1.5% | |
| Fidelity Management Trust Company Fidelity Freedom Index 2065 Fund Investor Class | Mutual Funds | — | — | $592K | 1.3% | |
| Fidelity Management Trust Company Fidelity Freedom Index 2020 Fund Investor Class | Mutual Funds | — | — | $423K | 0.9% | |
| Fidelity Management Trust Company Vanguard Global Capital Cycles Fund Investor Shares | Mutual Funds | — | — | $391K | 0.9% | |
| Fidelity Management Trust Company Vanguard Intermediate-Term Bond Index Fund Admiral Shares | Common Collective Trusts | — | — | $251K | 0.5% | |
| Fidelity Management Trust Company Fidelity Freedom Index 2070 Fund Investor Class 94 * Fidelity Management Trust Company JPMorgan Large Cap Growth Fund Class R6 | Mutual Funds | — | — | $240K | 0.5% | |
| Fidelity Management Trust Company Vanguard Real Estate Index Fund Admiral Shares | Common Collective Trusts | — | — | $181K | 0.4% | |
| Fidelity Management Trust Company TCW MetWest Total Return Bond Fund Class I | Mutual Funds | — | — | $175K | 0.4% | |
| Fidelity Management Trust Company Fidelity Freedom Index Retirement Fund Investor Class | Mutual Funds | — | — | $168K | 0.4% | |
| Fidelity Management Trust Company Vanguard Energy Fund Admiral Shares | Mutual Funds | — | — | $132K | 0.3% | |
| Fidelity Management Trust Company T. Rowe Price Large-Cap Growth Fund I Class | Mutual Funds | — | — | $39K | <0.1% | |
| Fidelity Management Trust Company Vanguard Short-Term Treasury Fund Admiral Shares | Mutual Funds | — | — | $34K | <0.1% | |
| Fidelity Management Trust Company Vanguard LifeStrategy Conservative Growth Fund Investor Shares | Mutual Funds | — | — | $31K | <0.1% | |
| Fidelity Management Trust Company Vanguard Inflation-Protected Securities Fund Investor Shares | Mutual Funds | — | — | $29K | <0.1% | |
| s * Fidelity Management Trust Company Dodge & Cox Stock Fund Class I | Mutual Funds | — | — | $16K | <0.1% | |
| Fidelity Management Trust Company Fidelity Freedom Index 2015 Fund Investor Class | Mutual Funds | — | — | $12K | <0.1% | |
| Fidelity Management Trust Company Fidelity Freedom Index 2010 Fund Investor Class | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ZOMMA GROUP LLP | 65-0715836 | — | ACCOUNTANT/AUDITOR | $15K | — |
