Nathalie Fortin Harris signed Dental Whale, LLC's 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Dental Whale, LLC's EIN is 81-4953141.
Download the official 2022 Form 5500 (PDF) for Dental Whale, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Dental Whale, 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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $360K | 14.1% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $334K | 13.0% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $220K | 8.6% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $218K | 8.5% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $200K | 7.8% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $186K | 7.2% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $176K | 6.9% | |
| VANGUARD INT TERM TREAS - ADM 35 REGISTERED INVESTMENT COMPANY VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $160K | 6.2% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $156K | 6.1% | |
| VANG TOT STK MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $74K | 2.9% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $69K | 2.7% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $63K | 2.5% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $57K | 2.2% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $36K | 1.4% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $30K | 1.2% | |
| TEMPLETON GLOBAL BOND FUND R6 906 REGISTERED INVESTMENT COMPANY VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $29K | 1.1% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $25K | 1.0% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $22K | 0.8% | |
| VANGUARD MATERIALS INDEX ADM | Registered Investment Companies | — | — | $21K | 0.8% | |
| VANGUARD EXT MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $20K | 0.8% | |
| DFA INFLATION PROT SEC INST | Registered Investment Companies | — | — | $19K | 0.7% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $13K | 0.5% | |
| VANGUARD SHRT TERM FED-ADMIRAL | Registered Investment Companies | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
