Back to filter
Original filing (PDF)20250728121915NAL0003302802001
BOUNTIFUL ORTHODONTICS, P.C.
Form 5500-SF
FILING_RECEIVED
RETIREMENT INCOME SECURITY PLAN-BOUNTIFUL ORTHODONTICS, P.C.
401(k) retirement plan
Active participants
19
Accounts w/ balance
29
Plan assets (EOY)
$1.6M
Net assets (EOY)
$1.6M
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 BOUNTIFUL ORTHODONTICS, P.C..
Plan sponsor
Name
BOUNTIFUL ORTHODONTICS, P.C.
EIN
20-3159963
Address
1512 RENAISSANCE TOWNE DRIVE · #201 · BOUNTIFUL, UT · 84010
Phone
(801) 295-3467
Industry
Offices of Dentists· Health Care & Social Assistancesee all
Plan administrator
Name
HEALTHEQUITY RETIREMENT SERVICES
EIN
82-1222973
City
DRAPER, UT
Phone
(877) 860-2664
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-28
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
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
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
GEORGE D. KARSANT, JR., D.D.S.
GEORGE D KARSANT, JR., D.D.S. PROFIT SHARING PLAN
$1.6M · 3 participants
BUFFALO DENTAL MANUFACTURING CO., INC.
BUFFALO DENTAL MANUFACTURING 401(K) PROFIT SHARING PLAN
$1.6M · 23 participants
NANCY E. SHIBA-BUSCHECK, D.D.S.
NANCY E. SHIBA-BUSCHECK, D.D.S. 401(K) PROFIT SHARING PLAN
$1.6M · 3 participants
JONATHAN S. DAVIDSON, DDS
JONATHAN DAVIDSON DDS, LTD. 401(K) P/S PLAN
$1.6M · 4 participants
ELIZABETH A. CHRISTOPHERSON, D.D.S., M.S.,P.C.
ELIZABETH A. CHRISTOPHERSON, D.D.S., M.S., P.C. EMPLOYEES' PROFIT SHARING PLAN AND TRUST
$1.6M · 9 participants
BEN Z. MIBAB, DDS MS PC
BEN Z. MIBAB, DDS MS PC CASH BALANCE PLAN
$1.6M · 4 participants
Large plans in Utah
DESERET MUTUAL BENEFIT ADMINISTRATORS
DESERET MUTUAL MASTER RETIREMENT PLAN
$7.1B · 9,784 participants
INTERMOUNTAIN HEALTH CARE, INC.
INTERMOUNTAIN HEALTH 401(K) PLAN
$6.8B · 69,032 participants
DESERET MUTUAL BENEFIT ADMINISTRATORS
DESERET 401(K) PLAN
$6.1B · 25,752 participants
INTERMOUNTAIN HEALTH CARE, INC.
INTERMOUNTAIN HEALTHCARE PENSION PLAN
$3.4B · 25,307 participants
ZIONS BANCORPORATION, NATIONAL ASSOCIATION
ZIONS BANCORPORATION, N.A. PAYSHELTER 401K AND EMPLOYEE STOCK OWNERSHIP PLAN
$1.9B · 10,518 participants
SKYWEST, INC.
SKYWEST, INC. EMPLOYEES' RETIREMENT PLAN
$1.4B · 15,517 participants