Wendi Newton signed Vardiman Black Holdings, LLC DBA Specialty Dental Brands' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Vardiman Black Holdings, LLC DBA Specialty Dental Brands' EIN is 81-4851714.
Download the official 2024 Form 5500 (PDF) for Vardiman Black Holdings, LLC DBA Specialty Dental Brands from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Vardiman Black Holdings, LLC DBA Specialty Dental Brands' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 O | 84-0467907 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $235K | — |
| ASCENSUS HOLDINGS | — | SAN DIEGO, CA | CONTRACT ADMIN | $69K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES |
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 | |||||
|---|---|---|---|---|---|---|
| MYWAYRETIREMENT INDEX 2040 R GREAT GRAY · EIN 38-4062295 / PN 000 | Common Collective Trust | — | — | $12.9M | 18.2% | |
| MYWAYRETIREMENT INDEX 2050 R GREAT GRAY · EIN 38-4065307 / PN 000 | Common Collective Trust | — | — | $11.0M | 15.4% | |
| MYWAYRETIREMENT INDEX 2045 R GREAT GRAY · EIN 38-4065301 / PN 000 | Common Collective Trust | — | — | $8.5M | 12.0% | |
| MYWAYRETIREMENT INDEX 2035 R GREAT GRAY · EIN 38-4065300 / PN 000 | Common Collective Trust | — | — | $6.8M | 9.6% | |
| MYWAYRETIREMENT INDEX 2030 R GREAT GRAY · EIN 38-4065294 / PN 000 | Common Collective Trust | — | — | $6.4M | 8.9% | |
| MYWAYRETIREMENT INDEX 2055 R GREAT GRAY · EIN 38-4065302 / PN 000 | Common Collective Trust | — | — | $6.1M | 8.6% | |
| BLACKROCK EQUITY INDEZ 1 GREAT GRAY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $5.4M | 7.5% | |
| MYWAYRETIREMENT INDEX 2060 R GREAT GRAY · EIN 38-4065297 / PN 000 | Common Collective Trust | — | — | $2.8M | 3.9% | |
| MYWAYRETIREMENT INDEX RETIREMENT R GREAT GRAY · EIN 38-4065298 / PN 000 | Common Collective Trust | — | — | $1.8M | 2.6% | |
| MYWAYRETIREMENT INDEX 2065 R GREAT GRAY · EIN 38-4139859 / PN 000 | Common Collective Trust | — | — | $1.3M | 1.8% | |
| BLACKROCK RUSSELL 2000 INDEX FUND R GREAT GRAY · EIN 20-3802587 / PN 004 | Common Collective Trust | — | — | $1.2M | 1.7% | |
| BLACKROCK MID CAP EQU INDEX FUND CL GREAT GRAY · EIN 20-3802324 / PN 000 | Common Collective Trust | — | — | $1.1M | 1.5% | |
| MYWAYRETIREMENT LARGE CAP GROWTH FD GREAT GRAY · EIN 38-4139869 / PN 647 | Common Collective Trust | — | — | $803K | 1.1% | |
| BLACKROCK EAFE EQUITY IND FEE CL R GREAT GRAY · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $564K | 0.8% | |
| MYWAYRETIREMENT LARGE CAP VAL FD CL GREAT GRAY · EIN 38-7264527 / PN 000 | Common Collective Trust | — | — | $533K | 0.7% | |
| with various maturities extending through 2028 - | Other securities | — | — | $521K | 0.7% | |
| Great Gray Mid Cap Growth Fund CL R | Other securities | — | — | $443K | 0.6% | |
| MYWAYRETIREMENT MIDCAP GROW FD CL R GREAT GRAY · EIN 38-4139870 / PN 648 | Common Collective Trust | — | — | $443K | 0.6% | |
| MYWAYRETIREMENT SMALL CAP GROWTH FD GREAT GRAY · EIN 83-3963451 / PN 650 | Common Collective Trust | — | — | $428K | 0.6% | |
| Great Gray Commodities Fund CL R | Other securities | — | — | $399K | 0.6% | |
| MYWAYRETIREMENT COMMOD FUND CL R GREAT GRAY · EIN 38-7264532 / PN 695 | Common Collective Trust | — | — | $399K | 0.6% | |
| Empower Annuity Insurance Company of America EI Fixed Account - Series Class I | Common Stocks | — | — | $396K | 0.6% | |
| MYWAYRETIREMENT SMALL CAP VAL FD CL GREAT GRAY · EIN 85-3975085 / PN 651 | Common Collective Trust | — | — | $269K | 0.4% | |
| BLACKROCK U.S. TIPS INDEX I GREAT GRAY · EIN 38-4116835 / PN 510 | Common Collective Trust | — | — | $235K | 0.3% | |
| Great Gray Intl value fund CL RJ | Other securities | — | — | $231K | 0.3% | |
| MYWAYRETIREMENT INTL VAL FUND CL RJ GREAT GRAY · EIN 38-4126285 / PN 589 | Common Collective Trust | — | — | $231K | 0.3% | |
| Great Gray Emerging Markets FD CL R | Other securities | — | — | $193K | 0.3% | |
| MYWAYRETIREMENT EMERG MARKETS FD CL GREAT GRAY · EIN 38-7264529 / PN 692 | Common Collective Trust | — | — | $193K | 0.3% | |
| BLACKROCK U.S. DEBT INDEX I GREAT GRAY · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $175K | 0.2% | |
| Great Gray International Growth R | Other securities | — | — | $145K | 0.2% | |
| MYWAYRETIREMENT INTERN GROWTH R GREAT GRAY · EIN 38-4139868 / PN 000 | Common Collective Trust | — | — | $145K | 0.2% | |
| MYWAYRETIREMENT MID CAP VAL FUND C GREAT GRAY · EIN 38-7264528 / PN 691 | Common Collective Trust | — | — | $140K | 0.2% | |
| MYWAYRETIREMENT BALANCED FUND CL R GREAT GRAY · EIN 38-4139866 / PN 000 | Common Collective Trust | — | — | $94K | 0.1% | |
| Great Gray Real Estate Fund CL R | Other securities | — | — | $90K | 0.1% | |
| MYWAYRETIREMENT REAL EST FUND CL R GREAT GRAY · EIN 38-7264530 / PN 693 | Common Collective Trust | — | — | $90K | 0.1% | |
| MYWAYRETIREMENT CORE BOND FUND CL R GREAT GRAY · EIN 38-4139867 / PN 645 | Common Collective Trust | — | — | $43K | <0.1% | |
| MYWAYRETIREMENT MULTI-SECTOR FUND R GREAT GRAY · EIN 38-4139871 / PN 649 | Common Collective Trust | — | — | $38K | <0.1% | |
| MYWAYRETIREMENT GLOBAL FUND CL R GREAT GRAY · EIN 38-7264531 / PN 694 | Common Collective Trust | — | — | $26K | <0.1% | |
| MYWAYRETIREMENT INDEX 2025 R GREAT GRAY · EIN 38-4065299 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| ST PETERSBURG, FL |
| INVESTMENT ADVISOR |
| $209K |
| — |
