Back to filter
Original filing (PDF)20250617121608NAL0000910515001
ROSS I. MOHR, DMD, PC
Form 5500-SF
FILING_RECEIVED
ROSS I. MOHR, DMD, PC 401(K) PLAN
401(k) retirement plan
Active participants
9
Accounts w/ balance
15
Plan assets (EOY)
$2.9M
Net assets (EOY)
$2.9M
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
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROSS I. MOHR, DMD, PC.
Plan sponsor
Name
ROSS I. MOHR, DMD, PC
EIN
20-2075729
Address
7500 HOLLY AVE. NE, BUILDING 2 · ALBUQUERQUE, NM · 87113
Phone
(505) 292-1282
Industry
Offices of Dentists· Health Care & Social Assistancesee 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
2025-06-17
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Offices of Dentists plans
IMLAY CITY DENTAL, PLLC
IMLAY CITY DENTAL, PLLC PROFIT SHARING PLAN & TRUST
$2.9M · 11 participants
GWINNETT ORTHODONTICS, PC
GWINNETT ORTHODONTICS PC 401K PLAN
$2.9M · 9 participants
ROSE WOOD DENTAL, PLC
ROSE WOOD DENTAL, PLC 401(K) PLAN
$2.9M · 8 participants
JAROSZ & VALENTE ORTHODONTICS, P.C.
JAROSZ & VALENTE ORTHODONTICS P.C. PROFIT SHARING PLAN AND TRUST
$2.9M · 13 participants
STEPHEN J. BAKER, D.M.D., P.A.
STEPHEN J. BAKER, D.M.D., P.A. 401(K) PROFIT SHARING PLAN
$2.9M · 9 participants
KEVIN M BROWN DMD, PC
KEVIN M BROWN DMD, PC 401(K) PROFIT SHARING PLAN
$2.9M · 16 participants
Large plans in New Mexico
LAWRENCE LIVERMORE NAT'L SECURITY, LLC AND TRIAD NAT'L SECURITY, LLC
LAWRENCE LIVERMORE NAT'L SECURITY,LLC AND TRIAD NAT'L SECURITY LLC DEFINED BENEFIT PENSION PLAN GROUP TRUST
$10.2B
NATIONAL TECHNOLOGY & ENGINEERING SOLUTIONS OF SANDIA, LLC
NTESS SAVINGS AND INCOME PLAN
$7.2B · 15,950 participants
NATIONAL TECHNOLOGY & ENGINEERING SOLUTIONS OF SANDIA, LLC
NTESS RETIREMENT INCOME PLAN
$6.2B · 3,118 participants
TRIAD NATIONAL SECURITY, LLC
TRIAD DEFINED BENEFIT PENSION PLAN
$5.6B · 1,851 participants
TRIAD NATIONAL SECURITY, LLC
TRIAD DEFINED CONTRIBUTION PLANS MASTER TRUST
$3.3B
TRIAD NATIONAL SECURITY, LLC
TRIAD 401(K) RETIREMENT PLAN
$2.5B · 12,888 participants