Gabriel Newbury signed Ottawa Dental Laboratory, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ottawa Dental Laboratory, LLC's EIN is 47-1285501.
Download the official 2024 Form 5500 (PDF) for Ottawa Dental Laboratory, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ottawa Dental Laboratory, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC WEALTH PARTNERS, LLC | — | NEW YORK, NY | INVESTMENT ADVISOR | $34K | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in common collective trust] | Other | — | — | $8.5M | 87.5% | |
| FISHER INV ALL WORLD EQ FUND CL4 SEI TRUST COMPANY · EIN 45-5393186 / PN 058 | Common Collective Trust | — | — | $4.1M | 42.1% | |
| FISHER INV US FIXED INC CLTV FD CL4 SEI TRUST COMPANY · EIN 45-5393186 / PN 058 | Common Collective Trust | — | — | $2.2M | 22.3% | |
| GREAT GRAY TRUST AMER FUNDS 2045 I GREAT GRAY · EIN 38-4126265 / PN 569 | Common Collective Trust | — | — | $819K | 8.4% | |
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $637K | 6.5% | |
| GREAT GRAY TRUST AMER FUNDS 2055 I GREAT GRAY · EIN 38-4126267 / PN 571 | Common Collective Trust | — | — | $633K | 6.5% | |
| GREAT GRAY TRUST AMER FUNDS 2050 I GREAT GRAY · EIN 38-4126266 / PN 570 | Common Collective Trust | — | — | $437K | 4.5% | |
| [Assets held in participant loans] | Other | — | — | $199K | 2.0% | |
| GREAT GRAY TRUST AMER FUNDS 2060 I GREAT GRAY · EIN 38-4126268 / PN 572 | Common Collective Trust | — | — | $177K | 1.8% | |
| STABLE VALUE FUND FEE CLASS R1 GREAT GRAY · EIN 85-4031707 / PN 001 | Common Collective Trust | — | — | $87K | 0.9% | |
| GREAT GRAY TRUST AMER FUNDS 2065 I GREAT GRAY · EIN 38-7275308 / PN 777 | Common Collective Trust | — | — | $65K | 0.7% | |
| LARGE CAP GROWTH FUND II FEE CLASS GREAT GRAY · EIN 31-4139848 / PN 626 | Common Collective Trust | — | — | $16K | 0.2% | |
| LARGE CAP VALUE FUND CLASS R1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $3K | <0.1% | |
| GREAT GRAY EUROPACIFIC GRWTH TRUST GREAT GRAY · EIN 38-7289844 / PN 001 | Common Collective Trust | — | — | $889 | <0.1% | |
| MORELY STABLE VALUE FUND UNION BOND & TRUS CO. · EIN 93-6274239 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC WEALTH PARTNERS GROUP | — | DEERFILED, IL | NONE | $8K | — |
| HOWARD SIMON & ASSOCIATES,INC. | — | RIVERSWOOD, IL | NONE | $5K | — |
