Beacon Oral Specialists Management LLC's EIN is 85-1997699.
Download the official 2024 Form 5500 (PDF) for Beacon Oral Specialists Management LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Beacon Oral Specialists Management LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-0472300 | FORT WAYNE, IN | RECORDKEEPTER | $195K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | 04-2675571 | — | BROKER | $93K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
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 |
|---|---|---|---|---|---|
| RETIREMENT PLAN ADMINISTRATORS, LLC | 58-2365498 | ATLANTA, GA | THIRD PARTY ADMINISTRATO | $150 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CARON & BLETZER, PLLC | 04-3499945 | KINGSONT, NH | AUDITOR | $35K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Self-directed brokerage account Various | Self-Directed Brokerage | — | — | $7.9M | 14.6% | |
| Blackrock Lifepath Index 2040 Fund " | Other securities | — | — | $7.2M | 13.4% | |
| Blackrock Lifepath Index 2030 Fund " | Other securities | — | — | $7.1M | 13.2% | |
| Blackrock Lifepath Index Retirement Fund " | Other securities | — | — | $5.1M | 9.5% | |
| Blackrock Lifepath Index 2035 Fund " | Other securities | — | — | $4.9M | 9.1% | |
| Blackrock Lifepath Index 2050 Fund " | Other securities | — | — | $3.4M | 6.3% | |
| Blackrock Lifepath Index 2045 Fund " | Other securities | — | — | $3.3M | 6.1% | |
| Blackrock Lifepath Index 2055 Fund " | Other securities | — | — | $2.2M | 4.1% | |
| Fidelity 500 Index Fund " | Common Collective Trusts | — | — | $1.6M | 3.0% | |
| JPMorgan Large Cap Growth Fund " | Other securities | — | — | $1.5M | 2.7% | |
| Blackrock Lifepath Index 2060 Fund " | Other securities | — | — | $1.1M | 2.0% | |
| Vanguard Information Technology Index Fund " | Common Collective Trusts | — | — | $1.0M | 1.9% | |
| Lincoln Stable Value Account Guaranteed investment contract | Stable Value | — | — | $920K | 1.7% | |
| Vanguard Total Stock Market Index Fund " | Common Collective Trusts | — | — | $884K | 1.6% | |
| Dodge & Cox Stock Fund " | Mutual Funds | — | — | $692K | 1.3% | |
| Fidelity International Index Fund " | Common Collective Trusts | — | — | $627K | 1.2% | |
| Fidelity Total Bond Fund " | Mutual Funds | — | — | $529K | 1.0% | |
| Participant Loans (5.25% - 10.50%) - | Bonds / Notes | — | — | $459K | 0.9% | |
| Fidelity Small Cap Index Fund " | Common Collective Trusts | — | — | $399K | 0.7% | |
| Blackrock Lifepath Index 2065 Fund " | Other securities | — | — | $397K | 0.7% | |
| American Funds The Bond of America Fund " | Mutual Funds | — | — | $394K | 0.7% | |
| Fidelity Mid Cap Index Fund " | Common Collective Trusts | — | — | $388K | 0.7% | |
| Vanguard Energy Index Fund " | Common Collective Trusts | — | — | $252K | 0.5% | |
| Thornburg Strategic Income Fund " | Other securities | — | — | $230K | 0.4% | |
| Allspring Special Mid Cap Value Fund " | Other securities | — | — | $200K | 0.4% | |
| Vanguard Health Care Index Fund " | Common Collective Trusts | — | — | $186K | 0.3% | |
| Cohen and Steers Realty Fund Mutual fund | Other securities | — | — | $168K | 0.3% | |
| MFS International Growth Fund " | Mutual Funds | — | — | $162K | 0.3% | |
| American Funds New World Fund " | Mutual Funds | — | — | $151K | 0.3% | |
| Vanguard Explorer Fund " | Mutual Funds | — | — | $128K | 0.2% | |
| DFA International Value Fund " | Mutual Funds | — | — | $97K | 0.2% | |
| PIMCO RAE US Small Fund " | Mutual Funds | — | — | $32K | <0.1% | |
| Janus Henderson Enterprise Fund " | Mutual Funds | — | — | $19K | <0.1% | |
| JH STABLE VALUE JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
