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Original filing (PDF)20251008113359NAL0009667232001
COMPLETE MOBILE DENTISTRY, INC.
Form 5500
FILING_RECEIVED
COMPLETE MOBILE DENTISTRY 401(K) PLAN
401(k) retirement plan
Signals · 1
27% in single holding
Active participants
5
Accounts w/ balance
315
Plan assets (EOY)
$4.3M
Net assets (EOY)
$4.3M
How this plan invests
This plan
1 pooled trust
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
87
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Voya MyCompass Ind Mod 2055 Fund R" is 27% of plan.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COMPLETE MOBILE DENTISTRY, INC..
Plan sponsor
Name
COMPLETE MOBILE DENTISTRY, INC.
EIN
11-3651272
Address
4300 DURAFORM LANE · WINDSOR, WI · 53598
Phone
(608) 492-5733
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
MEICHER CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsBroker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERIT FINANCIAL GROUP LLC | 45-3686413 | — | BROKER/DEALER | — | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION CONSULTANTS CO INC | 39-1894140 | — | TPA | — | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE | 71-0294708 | — | SERVICE PROVIDER | — | — |
Investments
32 direct securities · 1 pooled fund· $7.9M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$4.0M
32 holdings
Pooled Separate Account
$3.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VOYA RETIREMENT INS & ANNUITY CO MAP SEPARATE ACCOUNT D · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $3.9M | 91.4% | |
| Voya MyCompass Ind Mod 2055 Fund R | — | — | — | $1.1M | 24.9% | |
| Voya MyCompass Ind Mod 2035 Fund R | — | — | — | $1.1M | 24.7% | |
| Voya MyCompass Ind Mod 2045 Fund R | — | — | — | $547K | 12.7% | |
| Voya MyCompass Ind Mod Retirement Fund R | — | — | — | $246K | 5.7% | |
| Voya MyCompass Ind Cns 2055 Fund R | — | — | — | $164K | 3.8% | |
| Voya MyCompass Ind Agg 2065 Fund R | — | — | — | $144K | 3.3% | |
| Voya MyCompass Ind Mod 2065 Fund R | — | — | — | $86K | 2.0% | |
| Voya Polen Growth Fund Inst | — | — | — | $84K | 2.0% | |
| Voya Fixed Account (4450) | — | — | — | $73K | 1.7% | |
| Voya MSIF Intl Advantage Port R6 | — | — | — | $69K | 1.6% | |
| Voya MyCompass Ind Agg 2055 Fund R | — | — | — | $59K | 1.4% | |
| Voya BlackRock Equity Index Fund 1 | — | — | — | $56K | 1.3% | |
| Voya Vanguard Mid-Cap Index Fund Adm | — | — | — | $50K | 1.2% | |
| Voya MyCompass Ind Cns 2045 Fund R | — | — | — | $48K | 1.1% | |
| Voya Victory Short-Term Bond R6 | — | — | — | $41K | 1.0% | |
| Voya Vanguard Growth Index Fund Adm | — | — | — | $33K | 0.8% | |
| Voya Small Cap Growth Fund II R1 | — | — | — | $32K | 0.7% | |
| Voya Vanguard Value Index Fund Adm | — | — | — | $26K | 0.6% | |
| Voya Vanguard Small-Cap Index Fund Adm | — | — | — | $25K | 0.6% | |
| lessor, or similar party par or maturity value Cost Current Value * Voya Victory Core Pl International Bond | — | — | — | $22K | 0.5% | |
| Voya MyCompass Ind Cns 2035 Fund R | — | — | — | $13K | 0.3% | |
| Voya MyCompass Ind Agg 2045 Fund R | — | — | — | $12K | 0.3% | |
| Voya Vanguard Mid-Cap Growth Index Fund Adm | — | — | — | $11K | 0.3% | |
| Voya Small Cap Value Fund II R1 | — | — | — | $10K | 0.2% | |
| Notes Receivable From Interest rates ranging from 9% to 9.5%; due on -0- | — | — | — | $9K | 0.2% | |
| Voya MyCompass Ind Cns Retirement Fund R | — | — | — | $5K | 0.1% | |
| Voya Vanguard Small-Cap VI Index Fund Adm | — | — | — | $4K | <0.1% | |
| Voya MyCompass Ind Agg Retirement Fund R | — | — | — | $3K | <0.1% | |
| Voya BlackRock EAFE Equity Index Fund Class 1 ** 650 * Voya BrandywineGLOBAL High Yield Fund IS ** 700 * Voya Cohen & Steers Inst RI Shares | — | — | — | $3K | <0.1% | |
| Voya Government Money Market Class A | — | — | — | $2K | <0.1% | |
| Voya Vanguard Total Int Stk In Fund Adm | — | — | — | $1K | <0.1% | |
| Voya MyCompass Ind Cns 2065 Fund R | — | — | — | $1K | <0.1% |
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