· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
TONY DO D.D.S. — TONY DO D.D.S.401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250708124012NAL0002254419001
TONY DO D.D.S.
Form 5500-SF
FILING_RECEIVED
TONY DO D.D.S.401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
3
Accounts w/ balance
3
Plan assets (EOY)
$561K
Net assets (EOY)
$561K
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
TONY DO D.D.S.
.
Find decision makers
Plan sponsor
Name
TONY DO D.D.S.
EIN
26-0494444
Address
408 S BEACH BLVD STE 104 · ANAHEIM, CA · 92804
Phone
(714) 535-0535
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
2025-07-08
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
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
DUGAN FAMILY DENTISTRY, P.A.
DUGAN FAMILY DENTISTRY, P.A. 401(K) PLAN
$561K · 10 participants
OAK CREEK DENTAL, P.L.C.
OAK CREEK DENTAL, P. L. C. 401(K) PLAN
$561K · 6 participants
KEMP FAMILY DENTAL
KEMP FAMILY DENTAL 401(K) PLAN
$561K · 5 participants
JOE N. KIM, D.D.S., P.S.
SMILES ON MADISON 401(K) PLAN
$561K · 7 participants
JON S. SAYED, DDS, MS, INC.
JON S. SAYED, DDS, MS, INC. 401(K) PLAN
$561K · 4 participants
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.
ANDREW M. HAYES, DDS, MSD, LLC
ANDREW M. HAYES, DDS, MSD, LLC 401(K) PLAN
$561K · 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