Karole Gwinn signed P1 Dental MSO LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
P1 Dental MSO LLC's EIN is 85-3546257.
Download the official 2024 Form 5500 (PDF) for P1 Dental MSO LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)P1 Dental MSO LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 | $36K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 04-3046611 | — | ADVISOR | $54K | — |
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 | |||||
|---|---|---|---|---|---|---|
| State Street Target Retirement 2030 Fund | Other securities | — | — | $3.8M | 18.0% | |
| Fidelity Investments 500 Index Fund | Common Collective Trusts | — | — | $3.7M | 17.7% | |
| State Street Target Retirement 2045 Fund | Other securities | — | — | $1.4M | 6.9% | |
| State Street Target Retirement 2035 Fund | Other securities | — | — | $1.3M | 6.4% | |
| PIMCO Income Fund | Mutual Funds | — | — | $1.2M | 5.6% | |
| State Street Target Retirement 2025 Fund | Other securities | — | — | $1.1M | 5.4% | |
| State Street Target Retirement 2055 Fund | Other securities | — | — | $1.1M | 5.4% | |
| State Street Target Retirement 2050 Fund | Other securities | — | — | $979K | 4.7% | |
| JPMorgan Large Cap Growth Fund | Other securities | — | — | $940K | 4.5% | |
| State Street Target Retirement 2040 Fund | Other securities | — | — | $903K | 4.3% | |
| State Street Target Retirement 2020 Fund | Other securities | — | — | $643K | 3.1% | |
| American Funds New World Fund | Mutual Funds | — | — | $449K | 2.1% | |
| Fidelity Investments International Index Fund | Common Collective Trusts | — | — | $408K | 2.0% | |
| State Street Target Retirement 2060 Fund | Other securities | — | — | $399K | 1.9% | |
| JPMorgan Equity Income Fund | Other securities | — | — | $387K | 1.9% | |
| iShares U.S. Aggregate Bond Index Fund | Common Collective Trusts | — | — | $350K | 1.7% | |
| State Street Target Income Fund | Other securities | — | — | $312K | 1.5% | |
| Fidelity Investments Small Cap Index Fund | Common Collective Trusts | — | — | $291K | 1.4% | |
| Fidelity Investments Mid Cap Index Fund | Common Collective Trusts | — | — | $287K | 1.4% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $204K | 1.0% | |
| Fidelity Investments Total Bond Fund | Mutual Funds | — | — | $153K | 0.7% | |
| MFS International Diversification Fund | Mutual Funds | — | — | $153K | 0.7% | |
| Notes receivable Loans to participants, various maturities, from participants interest rates ranging 4.25% to 9.50% | Bonds / Notes | — | — | $135K | 0.6% | |
| Principal Small Cap Fund | Other securities | — | — | $122K | 0.6% | |
| State Street Target Retirement 2065 Fund | Other securities | — | — | $96K | 0.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
