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Original filing (PDF)20251014135226NAL0001491891001
IVOCLAR VIVADENT, INC.
Form 5500
FILING_RECEIVED
IVOCLAR VIVADENT, INC. 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
494
Accounts w/ balance
618
Plan assets (EOY)
$114.2M
Net assets (EOY)
$114.2M
How this plan invests
This plan
15 pooled trusts
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (1 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for IVOCLAR VIVADENT, INC..
Plan sponsor
Name
IVOCLAR VIVADENT, INC.
EIN
16-1287874
Address
175 PINEVIEW DR · AMHERST, NY · 142282231
Phone
(716) 691-0010
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BONADIO & CO., LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES | 13-2638166 | — | CONSULTANT | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $16K | — |
Investments
23 direct securities · 15 pooled funds· $161.8M(100% of reported assets)
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.
Uncategorized
$84.3M
23 holdings
Pooled Separate Account
$73.2M
14 holdings
Common Collective Trust
$4.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN LIFETIME 2040 SEP ACCT-I5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $13.7M | 12.0% | |
| Participant Loans | — | — | $0 | $13.7M | 12.0% | |
| T Rowe Price Mid-Cap Gr Fund | — | — | $0 | $12.2M | 10.7% | |
| PRIN LIFETIME 2030 SEP ACCT-I5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $12.2M | 10.7% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | $0 | $11.8M | 10.3% | |
| PRIN LIFETIME 2050 SEP ACCT-I5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | $0 | $9.5M | 8.3% | |
| PIMCO Income Institutional Fd | — | — | $0 | $8.5M | 7.5% | |
| MetLife SV Fd Ser 25053 Cl 35 | — | — | $0 | $8.0M | 7.0% | |
| Prin LifeTm 2070 Sep Acct-I5 | — | — | $0 | $6.0M | 5.3% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $6.0M | 5.3% | |
| Prin MidCap S&P 400 Idx SA-Z | — | — | $0 | $5.2M | 4.5% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $5.2M | 4.5% | |
| T Rowe Price Cap Appr Fund | — | — | $0 | $5.1M | 4.5% | |
| METLIFE SV FD SER 25053 CL 35 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $4.3M | 3.8% | |
| MFS Value R4 Fund | — | — | $0 | $4.3M | 3.8% | |
| PRIN LIFETIME 2020 SEP ACCT-I5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | $0 | $3.6M | 3.2% | |
| PRIN DIV INTL SA-I5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $3.1M | 2.7% | |
| Prin Fin Grp, Inc. Stock SA-R6 | — | — | $0 | $3.1M | 2.7% | |
| PRIN LIFETIME 2060 SEP ACCT-I5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | $0 | $3.0M | 2.6% | |
| Macquarie Emerging Markets Ins | — | — | $0 | $3.0M | 2.6% | |
| PRIN CORE PLUS BOND SEP ACT-I5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $2.6M | 2.3% | |
| Prin Div Intl SA-I5 | — | — | $0 | $2.6M | 2.3% | |
| Prin Capital Appr SA-I3 | — | — | $0 | $2.3M | 2.0% | |
| Prin SmCap S&P 600 Index SA-Z | — | — | $0 | $2.2M | 1.9% | |
| PRIN CAPITAL APPR SA-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 119 | Pooled Separate Account | — | — | $1.8M | 1.6% | |
| Prin Core Plus Bond Sep Act-I5 | — | — | $0 | $1.8M | 1.6% | |
| Janus Hender Forty Instl Port | — | — | $0 | $1.5M | 1.3% | |
| Guaranteed Interest | — | — | $0 | $1.1M | 0.9% | |
| Prin LifeTime 2030 Sep Acct-I5 | — | — | $0 | $895K | 0.8% | |
| Cohen & Steers Re Est Sec I Fd | — | — | $0 | $888K | 0.8% | |
| Allspring Spec Sm Cp Val Inst | — | — | $0 | $737K | 0.6% | |
| Fed Hrmes Kaufmann Sm Cap Inst | — | — | $0 | $692K | 0.6% | |
| PRIN LIFETIME STRAT INC SA-I5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | $0 | $595K | 0.5% | |
| Fidelity International Idx Fd | — | — | $0 | $333K | 0.3% | |
| Allspring Spec M Cap Val Inst | — | — | $0 | $95K | <0.1% | |
| PRIN FIN GRP, INC. STOCK SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 086 | Pooled Separate Account | — | — | $95K | <0.1% | |
| PRIN LIFETM 2070 SEP ACCT-I5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 179 | Pooled Separate Account | — | — | $44K | <0.1% | |
| Prin LifeTime Strat Inc SA-I5 | — | — | $0 | $44K | <0.1% |