Specialty Dental Brands 401(K) Plan — Form 5500 plan (Vardiman Black Holdings, LLC Dba Specialty Dental Brands)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Specialty Dental Brands 401(K) Plan is a benefit plan reported by Vardiman Black Holdings, LLC Dba Specialty Dental Brands under EIN 81-4851714 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,708 participants and $51,247,109 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Vardiman Black Holdings, LLC Dba Specialty Dental Brands
- EIN
- 81-4851714
- Plan number
- 001
- Plan type
- 2
- Location
- Nashville, TN
- Latest filing year
- 2023
- Participants
- 2,708
- End-of-year plan assets
- $51,247,109
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,708 | H, C | 20241015112751NAL0016230755001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $51,247,109
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $51,247,109
- Net assets (BOY)
- $14,530,479
Income & contributions
- Employer contributions
- $4,904,521
- Participant contributions
- $8,290,773
- Total contributions
- $34,109,965
- Total income / additions
- $39,932,715
Expenses & distributions
- Benefits paid
- $2,874,363
- Administrative expenses
- $340,525
- Total expenses
- $3,216,085
- Net increase / (decrease)
- $36,716,630
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Raymond James | INVESTMENT ADVISOR | $187,745 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $146,714 | $0 | 2023 |
| Ascensus Holdings | CONTRACT ADMIN | $45,817 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Vardiman Black Holdings, LLC Dba Specialty Dental Brands
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Nashville, TN
- Raymond James — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Ascensus Holdings — Schedule C compensation