Ben Cutler signed Foundation Dental Partners Georg's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Foundation Dental Partners Georg's EIN is 84-3743389.
Download the official 2024 Form 5500 (PDF) for Foundation Dental Partners Georg from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Foundation Dental Partners Georg's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $13K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SRPC, INC | 81-2204426 | — | INVESTMENT/FINANCIAL ADVI |
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 | |||||
|---|---|---|---|---|---|---|
| T.ROWE PRICE RETIREMENT 2040-R | Registered Investment Companies | — | — | $1.1M | 13.1% | |
| T.ROWE PRICE RETIREMENT 2035-R | Registered Investment Companies | — | — | $886K | 10.3% | |
| T.ROWE PRICE RETIREMENT 2050-R | Registered Investment Companies | — | — | $819K | 9.5% | |
| T.ROWE PRICE RETIREMENT 2030-R | Registered Investment Companies | — | — | $692K | 8.1% | |
| T.ROWE PRICE RETIREMENT 2045-R | Registered Investment Companies | — | — | $653K | 7.6% | |
| T.ROWE PRICE RETIREMENT 2055-R | Registered Investment Companies | — | — | $599K | 7.0% | |
| T.ROWE PRICE RETIREMENT 2015-R | Registered Investment Companies | — | — | $466K | 5.4% | |
| T.ROWE PRICE RETIREMENT 2020-R | Registered Investment Companies | — | — | $372K | 4.3% | |
| T.ROWE PRICE RETIREMENT 2060-R | Registered Investment Companies | — | — | $345K | 4.0% | |
| AMERICAN CENT SM CAP VAL - A | Registered Investment Companies | — | — | $203K | 2.4% | |
| JPMORGAN GWTH ADV R3 | Registered Investment Companies | — | — | $179K | 2.1% | |
| STATE ST S&P 500 IDX IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 344 | Common Collective Trust | — | — | $179K | 2.1% | |
| PUTNAM LARGE CAP VALUE A | Registered Investment Companies | — | — | $151K | 1.8% | |
| T.ROWE PRICE RETIREMENT 2010-R | Registered Investment Companies | — | — | $118K | 1.4% | |
| JPMORGAN MID CAP GROWTH R3 | Registered Investment Companies | — | — | $111K | 1.3% | |
| INVESCO STABLE ASSET - ADP59 INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $90K | 1.0% | |
| AMC LARGE CAP EQUITY A | Registered Investment Companies | — | — | $64K | 0.7% | |
| STATE ST S&P MD CP IDX NL J STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 347 | Common Collective Trust | — | — | $44K | 0.5% | |
| PGIM HIGH YIELD FUND - R2 | Registered Investment Companies | — | — | $39K | 0.5% | |
| STATE ST RUSS SC IDX VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 340 | Common Collective Trust | — | — | $39K | 0.5% | |
| THORNBURG LIMITED TERM INC -R3 | Registered Investment Companies | — | — | $37K | 0.4% | |
| C&S REAL EST SECURITIES R | Registered Investment Companies | — | — | $33K | 0.4% | |
| AMERICAN FUNDS NEW WORLD-R3 | Registered Investment Companies | — | — | $25K | 0.3% | |
| JHN DISCIPLINED VAL MID CAP A | Registered Investment Companies | — | — | $24K | 0.3% | |
| MFS INTL DIVERSIFICATION R3 | Registered Investment Companies | — | — | $23K | 0.3% | |
| JANUS HENDERSONTRITON FUND - S | Registered Investment Companies | — | — | $9K | 0.1% | |
| MFS GIBL OPPORTUNISTIC BOND R3 | Registered Investment Companies | — | — | $8K | <0.1% | |
| PIONEER BOND FUND - A | Registered Investment Companies | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $16K |
| — |
