Back to filter
Original filing (PDF)20250627122956NAL0009797521001
SMILE SOLUTIONS
Form 5500-SF
FILING_RECEIVED
SMILE SOLUTIONS DEFINED BENEFIT PLAN
Defined-benefit pension plan
Active participants
4
Accounts w/ balance
—
Plan assets (EOY)
$2.5M
Net assets (EOY)
$2.5M
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 SMILE SOLUTIONS.
Plan sponsor
Name
SMILE SOLUTIONS
EIN
20-4492388
Address
7806 BERNAL AVENUE · PLEASANTON, CA · 94588
Phone
(925) 598-9688
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
2025-06-27
Pension benefit codes
1A · Pay-related DB formula
1D · Floor-offset 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 providersRelated plans
Similar-size Offices of Dentists plans
BRIAN W. PAYNE, D.D.S.
THE PAYNE-JUE RETIREMENT PLAN
$2.5M · 12 participants
HUNTER FAMILY DENTAL, P.C.
HUNTER FAMILY DENTAL, PC 401(K) AND PROFIT SHARING PLAN
$2.5M · 21 participants
A. RAY NUNNERY, D.D.S., INC.
A. RAY NUNNERY, D.D.S., INC. PROFIT SHARING 401(K) PLAN
$2.5M · 7 participants
DAVID E ZIPKOWITZ, D.M.D.
DAVID E. ZIPKOWITZ, D. M. D. PROFIT SHARING PLAN
$2.5M · 1 participants
CLYDE P. HOUSTON, DDS, INC.
CLYDE P. HOUSTON, DDS, INC. 401(K) P/S PLAN
$2.5M · 9 participants
GREGG ORTHODONTICS, INC.
GREGG ORTHODONTICS, INC. 401(K) PLAN
$2.5M · 22 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