Meghan E signed Dental Intelligence, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Dental Intelligence, Inc.'s EIN is 46-3551770.
Download the official 2024 Form 5500 (PDF) for Dental Intelligence, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Dental Intelligence, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.
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 | $37K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CALIBER WEALTH MANAGEMENT LLC | 47-1873640 | — | ADVISOR | $28K | — |
| DIVERSIFY WEALTH MANAGEMENT LLC |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Mutual FundFreedom Index 2055 Fund | Mutual Funds | — | — | $1.9M | 17.7% | |
| Fidelity Mutual FundFreedom Index 2050 Fund | Mutual Funds | — | — | $1.6M | 15.6% | |
| Fidelity Mutual FundFreedom Index 2060 Fund | Mutual Funds | — | — | $1.2M | 11.3% | |
| Dodge & Cox Mutual FundGlobal Bond Fund Class I ** 357 * Fidelity Mutual Fund500 Index Fund | Common Collective Trusts | — | — | $1.0M | 9.8% | |
| Fidelity Mutual FundFreedom Index 2045 Fund | Mutual Funds | — | — | $1.0M | 9.6% | |
| Fidelity Mutual FundFreedom Index 2065 Fund | Mutual Funds | — | — | $648K | 6.1% | |
| Vanguard SharesInformation Technology Index Fund | Common Collective Trusts | — | — | $642K | 6.1% | |
| Fidelity Mutual FundFreedom Index 2035 Fund | Mutual Funds | — | — | $566K | 5.4% | |
| Fidelity Mutual FundFreedom Index 2040 Fund | Mutual Funds | — | — | $503K | 4.8% | |
| Vanguard Admiral SharesGrowth Index Fund Admiral Shares | Common Collective Trusts | — | — | $389K | 3.7% | |
| Fidelity Mutual FundFreedom Index 2030 Fund | Mutual Funds | — | — | $229K | 2.2% | |
| American Funds American Mutual Fund Class R6 | Mutual Funds | — | — | $133K | 1.3% | |
| Vanguard Mutual FundSmall-Cap Index Fund Admiral Shares | Common Collective Trusts | — | — | $126K | 1.2% | |
| Participant loans Mutual FundInterest Rate 4.25 to 8.00% | Bonds / Notes | — | — | $91K | 0.9% | |
| Vanguard Admiral SharesInternational Growth Fund Admiral Shares | Mutual Funds | — | — | $89K | 0.8% | |
| Vanguard Mutual FundMid-Cap Index Fund Admiral Shares | Common Collective Trusts | — | — | $83K | 0.8% | |
| Thornburg Mutual FundLimited term Income R6 Fund ** 353 Vanguard Mutual FundDividend Appreciation Index Fund | Common Collective Trusts | — | — | $82K | 0.8% | |
| Fidelity Mutual FundFreedom Index Income Fund ** 349 * Fidelity Mutual FundGovernment Money Market Fund | Mutual Funds | — | — | $77K | 0.7% | |
| Neuberger Berman Cash or Cash EquivalentReal Estate Fund Class R6 | Cash / Money Market | — | — | $73K | 0.7% | |
| Fidelity Mutual FundEmerging Markets Index Fund | Common Collective Trusts | — | — | $42K | 0.4% | |
| PGIM Mutual FundTotal Return Bond Fund Class R6 | Other securities | — | — | $20K | 0.2% | |
| Fidelity Mutual FundFreedom Index 2020 Fund | Mutual Funds | — | — | $16K | 0.2% | |
| Fidelity Mutual FundFreedom Index 2070 Fund | Mutual Funds | — | — | $2K | <0.1% | |
| Vanguard Mutual FundHigh-Yield Corporate Fund Admiral | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 93-4837681 |
| — |
| ADVISOR |
| $12K |
| — |
