How big is SOJO Dental's plan?

SOJO Dental's plan reported $1.0M in assets and 44 participants for 2025.

Original filing (PDF)20260522174619NAL0007447122001

SOJO Dental

Name: SOJO Dental — SOJO Dental Retirement Plan, Form 5500 (2025)
Creator: SOJO Dental
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SOJO Dental Retirement Plan

401(k) retirement plan · SOJO Dental's SOJO Dental Retirement Plan held $1.0M in plan assets for 44 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

People on this filing

Steven D. Smith signed SOJO Dental's 2025 Form 5500 as plan administrator.

Steven D. Smith — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

SOJO Dental's EIN is 20-8507699.

EIN 20-8507699

Plan number 001

Plan year 2025

ACK ID 20260522174619NAL0007447122001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for SOJO Dental from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

SOJO Dental's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SOJO DENTAL.

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (1st percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

SOJO DENTAL

EIN

all filings

Address

3473 S JORDAN PARKWAY, #2 · SOUTH JORDAN, UT · 84095

Phone

(801) 260-9150

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-05-22

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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