· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
GUY GABRIEL NAZARENO DDS — GUY GABRIEL NAZARENO DDS 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251013140654NAL0003187474001
GUY GABRIEL NAZARENO DDS
Form 5500-SF
FILING_RECEIVED
GUY GABRIEL NAZARENO DDS 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Active participants
7
Accounts w/ balance
9
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
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
GUY GABRIEL NAZARENO DDS
.
Find decision makers
Plan sponsor
Name
GUY GABRIEL NAZARENO DDS
EIN
20-4868053
Address
120 FREMONT HUB COURTYARD · FREMONT, CA · 94538
Phone
(510) 744-1300
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
2025-10-13
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2F · ERISA section 404(c)
2G · Total participant-directed accounts
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
GEIST ORTHODONTICS, P.C.
GEIST ORTHODONTICS, P.C. 401(K) PROFIT SHARING PLAN
$1.2M · 13 participants
DR. DOUG ORTHODONTICS, PLLC
DR. DOUG ORTHODONTICS, PLLC 401(K) PLAN
$1.2M · 5 participants
KITFOX PEDIATRIC DENTISTRY, LLC
KITFOX PEDIATRIC DENTISTRY CASH BALANCE PLAN
$1.2M · 8 participants
KENNETH BRADLEY HALL, DMD
KENNETH BRADLEY HALL, DMD 401(K) SAFE HARBOR PLAN
$1.2M · 7 participants
OARIONA LOWE & EVANGELOS ROSSOPOULOS DDS, INC.
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.
OARIONA LOWE & EVANGELOS ROSSOPOULOS DDS, INC. PROFIT SHARING PLAN
$1.2M · 13 participants
DAVID H OTIS DDS PC
DAVID H OTIS DDS PC 401K PROFIT SHARING PLAN
$1.2M · 7 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
