Andrea Glanville signed Coltene/Whaledent, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Coltene/Whaledent, Inc.'s EIN is 13-3568101.
Download the official 2024 Form 5500 (PDF) for Coltene/Whaledent, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Coltene/Whaledent, Inc.'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $58K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHAD M. BOREMAN |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| WOOSTER, OH |
| INVESTMENT ADVISOR |
| $15K |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Guaranteed Interest Fund Guaranteed Investment Contract | Stable Value | — | — | $2.8M | 11.0% | |
| DRYDEN S&P 500 INDEX FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 123 | Pooled Separate Account | — | — | $2.6M | 10.0% | |
| American Funds Fundamental Investors R6 Mutual Funds | Mutual Funds | — | — | $2.4M | 9.1% | |
| FF SERIES ACC II OF GWL & ANN INS C EMPOWER ANNUITY INSURANCE COMPANY · EIN 84-0467907 / PN 003 | Pooled Separate Account | — | — | $2.3M | 8.8% | |
| GREAT GRAY TRUST AMERICAN FUND 2045 GREAT GRAY · EIN 38-4126265 / PN 569 | Common Collective Trust | — | — | $2.0M | 7.6% | |
| GREAT GRAY TRUST AMERICAN FUND 2030 GREAT GRAY · EIN 38-4126262 / PN 566 | Common Collective Trust | — | — | $1.7M | 6.6% | |
| GREAT GRAY TRUST AMERICAN FUND 2035 GREAT GRAY · EIN 38-4126263 / PN 567 | Common Collective Trust | — | — | $1.4M | 5.4% | |
| MFS Mid Cap Value R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $1.3M | 4.9% | |
| Empower Multi-Sector Bond Inst Mutual Funds | Other securities | — | — | $1.1M | 4.1% | |
| Janus Henderson Enterprise T Mutual Funds | Mutual Funds | — | — | $1.0M | 4.0% | |
| American Funds Europacific GR R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $1.0M | 3.9% | |
| American Beacon Balanced Y Mutual Funds | Other securities | — | — | $942K | 3.6% | |
| Principal Midcap Instl Mutual Funds | Other securities | — | — | $904K | 3.5% | |
| GREAT GRAY TRUST AMERICAN FUND 2055 GREAT GRAY · EIN 38-4126267 / PN 571 | Common Collective Trust | — | — | $838K | 3.2% | |
| GREAT GRAY TRUST AMERICAN FUND 2040 GREAT GRAY · EIN 38-4126264 / PN 568 | Common Collective Trust | — | — | $770K | 3.0% | |
| JPMorgan International Equity R6 Mutual Funds | Other securities | — | — | $768K | 3.0% | |
| LARGE CAP GROWTH / MFS FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 350 | Pooled Separate Account | — | — | $752K | 2.9% | |
| GREAT GRAY TRUST AMERICAN FUND 2050 GREAT GRAY · EIN 38-4126266 / PN 570 | Common Collective Trust | — | — | $697K | 2.7% | |
| Empower S&P Small Cap 600 Index Inst Mutual Funds | Other securities | — | — | $693K | 2.7% | |
| T. Rowe Price Value I Mutual Funds | Other securities | — | — | $594K | 2.3% | |
| CORE PLUS BOND / PGIM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 299 | Pooled Separate Account | — | — | $474K | 1.8% | |
| AMCENTURY SMALL CAP VALUE (IS PLATF EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 849 | Pooled Separate Account | — | — | $358K | 1.4% | |
| Maturing at various dates through 2036; bearing interest * Notes receivable from participants at rates between 4.25-9.50% - | Bonds / Notes | — | — | $352K | 1.4% | |
| Empower SecureFoundation Balanced Inv Mutual Funds | Other securities | — | — | $313K | 1.2% | |
| Invesco Real Estate R6 Mutual Funds | Mutual Funds | — | — | $159K | 0.6% | |
| GREAT GRAY TRUST AMERICAN FUND 2025 GREAT GRAY · EIN 38-4126261 / PN 565 | Common Collective Trust | — | — | $41K | 0.2% | |
| GREAT GRAY TRUST AMERICAN FUND 2060 GREAT GRAY · EIN 38-4126268 / PN 572 | Common Collective Trust | — | — | $10K | <0.1% | |
| LARGE CAP GROWTH / MFS FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 350 | Pooled Separate Account | — | — | $0 | <0.1% |
