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FIRST SMILE PEDIATRIC DENTISTRY — FIRST SMILE PEDIATRIC DENTISTRY RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250509122310NAL0029842082001
FIRST SMILE PEDIATRIC DENTISTRY
Form 5500-SF
FILING_RECEIVED
FIRST SMILE PEDIATRIC DENTISTRY RETIREMENT PLAN
401(k) retirement plan
Active participants
5
Accounts w/ balance
9
Plan assets (EOY)
$2.1M
Net assets (EOY)
$2.1M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
FIRST SMILE PEDIATRIC DENTISTRY
.
Find decision makers
Plan sponsor
Name
FIRST SMILE PEDIATRIC DENTISTRY
EIN
20-0940205
Address
333 W. EL CAMINO REAL, SUITE 110 · SUNNYVALE, CA · 94087
Phone
(408) 746-3770
Industry
Offices of Dentists
· Health Care & Social Assistance
see 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
2025-05-09
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Dentists plans
REFINED DENTAL P C
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$2.1M · 61 participants
GRANDE SMILES DENTISTRY LLC
RIO GRANDE FAMILY DENTISTRY RETIREMENT PLAN & TRUST
$2.1M · 10 participants
ROBERT H MINER DDS INC
ROBERT H MINER DDS INC DEFINED BENEFIT PLAN & TRUST
$2.1M · 5 participants
VALENCE DENTAL, PLLC
VALENCE DENTAL, PLLC 401(K) PLAN
$2.1M · 19 participants
SAM S. MARKZAR, D.D.S., INC.
SAM S. MARKZAR, D.D.S., INC. CASH BALANCE PENSION PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$2.1M · 5 participants
DAVID L ANGULO DDS
DAVID L ANGULO DDS 401(K) PROFIT SHARING PLAN & TRUST
$2.1M · 22 participants
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EQUITY INDEX FUND
$215.1B
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BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
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$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
