Stephanie Ball signed National Dentex, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
National Dentex, LLC's EIN is 04-2762050.
Download the official 2024 Form 5500 (PDF) for National Dentex, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)National Dentex, LLC'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$136K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY GLOBAL BANKING OPER | 26-4310632 | — | INVESTMENT ADVISOR | $75K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom Fund 2030 Class K Mutual Fund | Mutual Funds | — | — | $22.4M | 16.8% | |
| Fidelity Freedom Fund 2035 Class K Mutual Fund | Mutual Funds | — | — | $18.0M | 13.5% | |
| Fidelity Freedom Fund 2040 Class K Mutual Fund | Mutual Funds | — | — | $13.6M | 10.2% | |
| Fidelity Freedom Fund 2025 Class K Mutual Fund | Mutual Funds | — | — | $11.6M | 8.7% | |
| Fidelity Growth Company Fund Mutual Fund | Mutual Funds | — | — | $10.3M | 7.8% | |
| Fidelity Freedom Fund 2045 Class K Mutual Fund | Mutual Funds | — | — | $10.0M | 7.5% | |
| Fidelity Freedom Fund 2050 Class K Mutual Fund | Mutual Funds | — | — | $6.5M | 4.9% | |
| Fidelity Freedom Fund 2055 Class K Mutual Fund | Mutual Funds | — | — | $5.6M | 4.2% | |
| Fidelity 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $5.4M | 4.1% | |
| Fidelity Managed Income Portfolio Fund 2 Collective Trust | Common Collective Trusts | — | — | $4.1M | 3.0% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $4.1M | 3.0% | |
| Fidelity Freedom Fund 2020 Class K Mutual Fund | Mutual Funds | — | — | $3.3M | 2.5% | |
| JPM US Value R6 Mutual Fund | Other securities | — | — | $2.4M | 1.8% | |
| PIF MidCap Blend Fund Mutual Fund | Other securities | — | — | $2.3M | 1.7% | |
| Fidelity International Index Fund Mutual Fund | Common Collective Trusts | — | — | $2.1M | 1.6% | |
| Fidelity Freedom Fund 2060 Class K Mutual Fund | Mutual Funds | — | — | $2.0M | 1.5% | |
| Fidelity Total Bond Mutual Fund | Mutual Funds | — | — | $1.8M | 1.3% | |
| Fidelity Freedom Fund 2015 Class K Mutual Fund | Mutual Funds | — | — | $1.5M | 1.1% | |
| T. Rowe Price Dividend Growth A Fund Mutual Fund | Other securities | — | — | $1.3M | 1.0% | |
| Fidelity Mid Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $1.1M | 0.8% | |
| Fidelity Overseas Fund Mutual Fund | Mutual Funds | — | — | $918K | 0.7% | |
| Allspring Small Cap Growth Fund Mutual Fund | Other securities | — | — | $775K | 0.6% | |
| Fidelity Freedom Fund 2065 Class K Mutual Fund | Mutual Funds | — | — | $763K | 0.6% | |
| Fidelity Small Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $751K | 0.6% | |
| Fidelity Freedom Income Fund Class K Mutual Fund | Mutual Funds | — | — | $579K | 0.4% | |
| Allspring Special Mid Cap Value Fund Mutual Fund | Other securities | — | — | $481K | 0.4% | |
| Fidelity US Bond Index Fund Mutual Fund | Common Collective Trusts | — | — | $440K | 0.3% | |
| Fidelity Balance Fund Class K Mutual Fund | Mutual Funds | — | — | $390K | 0.3% | |
| Fidelity Freedom Fund 2010 Class K Mutual Fund | Mutual Funds | — | — | $384K | 0.3% | |
| American Beacon Small Cap Value Fund Mutual Fund | Other securities | — | — | $324K | 0.2% | |
| Vanguard Inflation Protected Admiral Fund Mutual Fund | Mutual Funds | — | — | $300K | 0.2% | |
| Fidelity Freedom Fund 2070 Class K Mutual Fund | Mutual Funds | — | — | $7K | <0.1% | |
| maturities through November 2034 | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| STRATEGIC ADVISORS, INC. |
| 04-2654524 |
| — |
| ADVISOR |
| $39K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STOWE & DEGON | 04-3379904 | — | ACCOUNTANT/AUDITOR | $17K | — |
