Darrick Swartout signed Permanente Dental Associates, P.C.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Permanente Dental Associates, P.C.'s EIN is 93-1078042.
Download the official 2024 Form 5500 (PDF) for Permanente Dental Associates, P.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Permanente Dental Associates, P.C.'s plan includes a defined-benefit pension formula, a cash-balance formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Long-Term Inv-Grade Admiral | Mutual Funds | — | $7.4M | $7.0M | 14.0% | |
| Vanguard Institutional Index Fund | Common Collective Trusts | — | $4.8M | $5.8M | 11.5% | |
| Vanguard Intermediate-Term Inv-Grade Fund Adm | Mutual Funds | — | $4.0M | $4.0M | 7.9% | |
| Dodge & Cox Income Fund | Mutual Funds | — | $4.0M | $3.9M | 7.9% | |
| Vanguard Institutional Index Fund | Common Collective Trusts | — | $2.7M | $3.2M | 6.5% | |
| Vanguard Long-Term Inv-Grade Admiral | Mutual Funds | — | $3.3M | $3.2M | 6.4% | |
| Vanguard Short-Term Inv Grade Admiral | Mutual Funds | — | $2.9M | $2.9M | 5.9% | |
| Vanguard Inflation-Protected Securities Fund | Mutual Funds | — | $2.9M | $2.9M | 5.7% | |
| Vanguard Developed Markets Index Fund Inst | Common Collective Trusts | — | $2.2M | $2.2M | 4.4% | |
| Vanguard Intermediate-Term Inv-Grade Fund Adm | Mutual Funds | — | $1.3M | $1.3M | 2.7% | |
| Dodge & Cox Income Fund | Mutual Funds | — | $1.3M | $1.3M | 2.6% | |
| Principal Government Money Market Fund | Cash / Money Market | — | $1.3M | $1.3M | 2.6% | |
| Vanguard Developed Markets Index Fund Admiral | Common Collective Trusts | — | $976K | $997K | 2.0% | |
| Vanguard Short-Term Inv Grade Admiral | Mutual Funds | — | $982K | $992K | 2.0% | |
| Vanguard Inflation-Protected Securities Fund | Mutual Funds | — | $982K | $966K | 1.9% | |
| Vanguard Emerging Markets | Mutual Funds | — | $749K | $831K | 1.7% | |
| Vanguard Russell 1000 Value Index | Common Collective Trusts | — | $724K | $823K | 1.6% | |
| Vanguard Small-Cap Index Fund Admiral | Common Collective Trusts | — | $606K | $700K | 1.4% | |
| Vanguard Mid Cap Value Index Fund | Common Collective Trusts | — | $613K | $696K | 1.4% | |
| Harbor Small Cap Growth Fund Institutional | Other securities | — | $622K | $664K | 1.3% | |
| Vanguard Emerging Markets | Mutual Funds | — | $418K | $464K | 0.9% | |
| Vanguard Russell 1000 Value Index | Common Collective Trusts | — | $407K | $463K | 0.9% | |
| Vanguard Small-Cap Index Fund Admiral | Common Collective Trusts | — | $342K | $395K | 0.8% | |
| Vanguard Mid-Cap Value Fund | Mutual Funds | — | $345K | $392K | 0.8% | |
| Harbor Small Cap Growth Fund Institutional | Other securities | — | $350K | $373K | 0.7% | |
| Principal Government Money Market Fund | Cash / Money Market | — | $203K | $203K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
