· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
DENTAL BENEFIT MANAGEMENT, INC. — DENTAL BENEFIT MANAGEMENT, INC. 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250624103028NAL0006733233001
DENTAL BENEFIT MANAGEMENT, INC.
Form 5500-SF
FILING_RECEIVED
DENTAL BENEFIT MANAGEMENT, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
130
Accounts w/ balance
78
Plan assets (EOY)
$4.0M
Net assets (EOY)
$4.0M
Plan health score (directional)
74
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
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
DENTAL BENEFIT MANAGEMENT, INC.
.
Find decision makers
Plan sponsor
Name
DENTAL BENEFIT MANAGEMENT, INC.
EIN
23-2101819
Address
555 EAST CITY AVE., SUITE 600 · BALA CYNWYD, PA · 19004
Phone
(215) 440-1018
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
2025-06-24
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Dentists plans
TETTING & TETTING, DDS, SC
TETTING & TETTING, DDS, SC 401(K) PROFIT SHARING PLAN
$4.0M · 9 participants
SANDRA L. BOGDON, D.D.S.
SANDRA L. BOGDON, D.D.S. PROFIT SHARING PLAN
$4.0M · 2 participants
JUDY CHEN, DDS, INC.
JUDY CHEN, DDS, INC. DEFINED BENEFIT PENSION PLAN
$4.0M · 11 participants
PATRICK M. GROGAN
PATRICK M. GROGAN, DDS 401(K) PROFIT SHARING PLAN
$4.0M · 4 participants
TOTAL HEALTH DENTISTRY
TOTAL HEALTH DENTISTRY 401(K) PROFIT SHARING PLAN
80
Knocking points off
No independent qualified public accountant (IQPA) named.
60% balance-to-active ratio — below typical for a healthy 401(k).
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$4.0M · 13 participants
C. LEE MITCHELL D.D.S., PC
C. LEE MITCHELL D.D.S., PC PROFIT SHARING PLAN
$4.0M · 7 participants
Large plans in Pennsylvania
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY INSTITUTIONAL TOTAL INTERNATIONAL STOCK MARKET INDEX TRUST II
$223.1B
VANGUARD FIDUCIARY TRUST COMPANY
VFTC INSTITUTIONAL 500 INDEX TRUST
$183.5B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2035 MASTER TRUST
$116.3B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2045 MASTER TRUST
$109.4B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2040 MASTER TRUST
$108.2B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2030 MASTER TRUST
$106.2B
