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CENTER FOR ORTHODONTICS — CENTER FOR ORTHODONTICS CASH BALANCE PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251008141124NAL0005670481001
CENTER FOR ORTHODONTICS
Form 5500-SF
FILING_RECEIVED
CENTER FOR ORTHODONTICS CASH BALANCE PLAN
Defined-benefit pension plan
Active participants
9
Accounts w/ balance
—
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
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
CENTER FOR ORTHODONTICS
.
Find decision makers
Plan sponsor
Name
CENTER FOR ORTHODONTICS
EIN
20-3789821
Address
71949 HWY 111, SUITE 200 · RANCHO MIRAGE, CA · 92270
Phone
(760) 340-2026
Industry
Offices of Dentists
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
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 providers
Related plans
Similar-size Offices of Dentists plans
GRANITE HILLS DENTAL TEAM
GRANITE HILLS DENTAL TEAM 401(K) PLAN
$1.1M · 11 participants
NED TODOROV, DDS, LLC
NED TODOROV, DDS, LLC PROFIT SHARING/401(K) PLAN AND TRUST
$1.1M · 6 participants
JEREMIAH SHAKESPEAR, DDS
JEREMIAH SHAKESPEAR, DDS 401(K) PROFIT SHARING PLAN
$1.1M · 7 participants
PEDIATRIC DENTISTRY, PC
PEDIATRIC DENTISTRY, PC PROFIT SHARING PLAN
$1.1M · 20 participants
MEADOWS ORTHODONTICS, PC
MEADOWS ORTHODONTICS, PC 401(K) 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.
$1.1M · 21 participants
COLLEEN C HICKLE D D S INC
COLLEEN C HICKLE D D S INC 401(K) PROFIT SHARING PLAN & TRUST
$1.1M · 5 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$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
