Melissa Smith signed Dentons Durham Jones Pinegar P.C.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Dentons Durham Jones Pinegar P.C.'s EIN is 87-0399832.
Download the official 2024 Form 5500 (PDF) for Dentons Durham Jones Pinegar P.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Dentons Durham Jones Pinegar P.C.'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $61K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC - RPCP | 04-3046611 | — | INVESTMENT ADVISORY | $53K | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $17.0M | 27.8% | |
| Fidelity Investments FIDELITY 500 INDEX FUND | Common Collective Trusts | — | — | $12.8M | 20.9% | |
| Nuveen LIFECYCL INDEX 2050 R6 | Mutual Funds | — | — | $6.6M | 10.8% | |
| Nuveen LIFECYCL INDEX 2040 R6 | Mutual Funds | — | — | $3.7M | 6.1% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $3.0M | 4.9% | |
| Fidelity Investments FIDELITY SM CAP INDEX FUND | Common Collective Trusts | — | — | $2.6M | 4.3% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $2.5M | 4.1% | |
| Nuveen LIFECYCL INDEX 2020 R6 | Mutual Funds | — | — | $2.5M | 4.1% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $2.4M | 4.0% | |
| Nuveen LIFECYCL INDEX 2025 R6 | Mutual Funds | — | — | $2.3M | 3.8% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $2.2M | 3.6% | |
| Nuveen LIFECYCL INDEX 2030 R6 | Mutual Funds | — | — | $1.9M | 3.2% | |
| Vanguard GROUP VGD LIFESTRAT MOD GR INV FD | Mutual Funds | — | — | $1.9M | 3.1% | |
| Nuveen LIFECYCL INDEX 2045 R6 | Mutual Funds | — | — | $1.6M | 2.6% | |
| Vanguard GROUP VGD LIFESTRAT GROWTH GR INV FD | Mutual Funds | — | — | $1.5M | 2.4% | |
| Fidelity Investments FIDELITY MID CAP INDEX FUND | Common Collective Trusts | — | — | $1.4M | 2.3% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $1.3M | 2.1% | |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $1.2M | 1.9% | |
| PRIN MIDCAP GROWTH III SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 026 | Pooled Separate Account | — | — | $1.0M | 1.7% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $959K | 1.6% | |
| PRIN SAM STRAT GROWTH SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 109 | Pooled Separate Account | — | — | $908K | 1.5% | |
| Nuveen LIFECYCL INDEX 2015 R6 | Mutual Funds | — | — | $907K | 1.5% | |
| Invesco EQV INTL SM CO R6 | Mutual Funds | — | — | $734K | 1.2% | |
| Vanguard GROUP VGD LIFESTRAT CNSRV GR INV FD | Mutual Funds | — | — | $614K | 1.0% | |
| Nuveen LIFECYCL INDEX 2060 R6 | Mutual Funds | — | — | $610K | 1.0% | |
| Fidelity Investments FIDELITY US BOND INDEX FUND | Common Collective Trusts | — | — | $482K | 0.8% | |
| Lord Abbett & Co, LLC Lord Abbett Dev Growth A Fund | Mutual Funds | — | — | $476K | 0.8% | |
| MFS Value A Fund | Mutual Funds | — | — | $419K | 0.7% | |
| Macquarie SMALL CAP VALUE R6 F | Other securities | — | — | $240K | 0.4% | |
| Nuveen LIFECYCL INDEX 2035 R6 | Mutual Funds | — | — | $179K | 0.3% | |
| Nuveen LIFECYCL INDEX 2055 R6 | Mutual Funds | — | — | $122K | 0.2% | |
| Nuveen LIFECYCL INDEX 2065 R6 | Mutual Funds | — | — | $104K | 0.2% | |
| JPMorgan INCOME FUND CL I N/L (JMSIX) | Other securities | — | — | $74K | 0.1% | |
| Dodge & Cox DODGE & COX INCOME FUND | Mutual Funds | — | — | $74K | 0.1% | |
| JPMorgan CORE BOND FUND | Other securities | — | — | $73K | 0.1% | |
| Weitz CORE PLUS | Other securities | — | — | $73K | 0.1% | |
| Nuveen LIFECYCL INDX RET INC R | Mutual Funds | — | — | $40K | <0.1% | |
| Fidelity Investments FIDELITY CAPITAL & INCOME FUND | Mutual Funds | — | — | $25K | <0.1% | |
| JPMorgan GLOBAL BOND OPPORTUNITIES | Other securities | — | — | $18K | <0.1% | |
| PRIN FIN GRP, INC. STOCK SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 086 | Pooled Separate Account | — | — | $16K | <0.1% | |
| Vanguard GROUP VGD LIFESTRAT INCOME INV FD | Mutual Funds | — | — | $7K | <0.1% | |
| PRIN INTL SMALLCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 014 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
