Vanessa Urrego signed CPF Dental LLC DBA Marquee Denta's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
CPF Dental LLC DBA Marquee Denta's EIN is 47-2956320.
Download the official 2024 Form 5500 (PDF) for CPF Dental LLC DBA Marquee Denta from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)CPF Dental LLC DBA Marquee Denta'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $5K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| LDA INFLATION FOCUSED R6 7 REGISTERED INVESTMENT COMPANY BLACKROCK LIFEPATH 2050 K | Registered Investment Companies | — | — | $1.1M | 16.4% | |
| BLACKROCK LIFEPATH 2055 K | Registered Investment Companies | — | — | $1.0M | 15.9% | |
| BLK EMERGING MARKET INST 365 REGISTERED INVESTMENT COMPANY PIMCO INTL BOND USD HDGD I 9 REGISTERED INVESTMENT COMPANY BLACKROCK LIFEPATH RET K | Registered Investment Companies | — | — | $774K | 11.9% | |
| BLACKROCK LIFEPATH 2035 K | Registered Investment Companies | — | — | $756K | 11.6% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $610K | 9.4% | |
| BLACKROCK LIFEPATH 2045 K | Registered Investment Companies | — | — | $491K | 7.5% | |
| BLACKROCK LIFEPATH 2040 K | Registered Investment Companies | — | — | $401K | 6.2% | |
| BLACKROCK LIFEPATH 2030 K | Registered Investment Companies | — | — | $370K | 5.7% | |
| BLACKROCK LPD 2060 K | Registered Investment Companies | — | — | $364K | 5.6% | |
| MET GG SV 25554 - J WILMINGTON TRUST RISC CIT · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $220K | 3.4% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $111K | 1.7% | |
| VAN STRATEGIC EQUITY - INV | Registered Investment Companies | — | — | $98K | 1.5% | |
| BLACKROCK LIFEPATH 2065 K | Registered Investment Companies | — | — | $58K | 0.9% | |
| BLACKROCK FEDFUND - PREMIER | Registered Investment Companies | — | — | $57K | 0.9% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $8K | 0.1% | |
| COLUMBIA SMALL CAP VALUE I I3 | Registered Investment Companies | — | — | $6K | <0.1% | |
| ISHARES RUSSELL 2000 SM CAP K | Registered Investment Companies | — | — | $4K | <0.1% | |
| AMF BOND FUND OF AMERICA R6 | Registered Investment Companies | — | — | $3K | <0.1% | |
| LORD ABBETT ALPHA STRAT R6 589 REGISTERED INVESTMENT COMPANY VIRTUS SMALL CAP CORE R6 | Registered Investment Companies | — | — | $3K | <0.1% | |
| COHEN & STEERS REAL EST SEC Z 136 REGISTERED INVESTMENT COMPANY BLACKROCK MID-CAP VALUE INST | Registered Investment Companies | — | — | $1K | <0.1% | |
| MFS INTERNATIONAL EQUITY R6 | Registered Investment Companies | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
