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Original filing (PDF)20251015160522NAL0002601155001
MB2 DENTAL SOLUTIONS
Form 5500
FILING_RECEIVED
MB2 DENTAL SOLUTIONS 401(K) PLAN
401(k) retirement plan
Active participants
9,593
Accounts w/ balance
7,027
Plan assets (EOY)
$169.6M
Net assets (EOY)
$169.6M
How this plan invests
This plan
1 pooled trust
Schedule D
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MB2 DENTAL SOLUTIONS.
Plan sponsor
Name
MB2 DENTAL SOLUTIONS
EIN
26-4287971
Address
2403 LACY LANE · CARROLLTON, TX · 75006
Phone
(972) 869-3789
Industry
Admin Support & Waste Mgmtsee 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
GRANT THORNTON
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SVCS. | 82-4555287 | — | RECORDKEEPER | $69K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL, LLC | — | SAN DIEGO, CA | INVESTMENT ADVISOR | $50K | — |
Investments
33 direct securities · 1 pooled fund· $168.9M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$168.5M
33 holdings
Common Collective Trust
$425K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Mutual fund | — | — | — | $20.5M | 12.1% | |
| American Funds 2040 Target Date Retirement Fund Mutual fund | — | — | — | $20.0M | 11.8% | |
| American Funds 2045 Target Date Retirement Fund Mutual fund | — | — | — | $18.2M | 10.7% | |
| American Funds 2050 Target Date Retirement Fund Mutual fund | — | — | — | $16.9M | 10.0% | |
| American Funds 2035 Target Date Retirement Fund Mutual fund | — | — | — | $16.6M | 9.8% | |
| American Funds 2055 Target Date Retirement Fund Mutual fund | — | — | — | $15.5M | 9.2% | |
| American Funds 2030 Target Date Retirement Fund Mutual fund | — | — | — | $14.4M | 8.5% | |
| American Funds 2025 Target Date Retirement Fund Mutual fund | — | — | — | $8.1M | 4.8% | |
| American Funds 2060 Target Date Retirement Fund Mutual fund | — | — | — | $7.4M | 4.3% | |
| American Funds Growth Fund of America Mutual fund | — | — | — | $4.4M | 2.6% | |
| American Funds 2020 Target Date Retirement Fund Mutual fund | — | — | — | $3.3M | 2.0% | |
| Vanguard Mid Cap Index ADM Mutual fund | — | — | — | $3.3M | 1.9% | |
| Vanguard Interim-Term Bond Index ADM Mutual fund | — | — | — | $2.5M | 1.5% | |
| American Funds 2065 Target Date Retirement Fund Mutual fund | — | — | — | $2.1M | 1.2% | |
| American Funds US Govt Money Market Mutual fund | — | — | — | $1.9M | 1.1% | |
| T. Rowe Price Dividend Growth Mutual fund | — | — | — | $1.8M | 1.0% | |
| Vanguard Small Cap Index Fund - Admiral Mutual fund | — | — | — | $1.8M | 1.0% | |
| Vanguard International Growth ADM Mutual fund | — | — | — | $1.4M | 0.9% | |
| Participant loans Various maturity dates through June 2039 with interest rates from 4.25% to 9.50% | — | — | — | $1.4M | 0.8% | |
| Vanguard Small Cap Value Index Fund - Admiral Mutual fund | — | — | — | $1000K | 0.6% | |
| American Funds 2010 Target Date Retirement Fund Mutual fund | — | — | — | $988K | 0.6% | |
| Dodge & Cox Stock Fund Mutual fund | — | — | — | $857K | 0.5% | |
| Vanguard Mid-Cap Value Index Admiral Mutual fund | — | — | — | $800K | 0.5% | |
| Invesco Developing Markets Mutual fund | — | — | — | $561K | 0.3% | |
| American Funds American High-Income Mutual fund | — | — | — | $546K | 0.3% | |
| Invesco Discovery Mid Cap Growth Mutual fund | — | — | — | $530K | 0.3% | |
| American Funds 2015 Target Date Retirement Fund Mutual fund | — | — | — | $494K | 0.3% | |
| INVESCO STABLE VALUE TRUST CLASS I INVESCO FUNDS · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $425K | 0.3% | |
| American Funds International GR & INC Mutual fund | — | — | — | $373K | 0.2% | |
| AB Small Cap Group Z Mutual fund | — | — | — | $254K | 0.1% | |
| Principal Real Estate Securities Mutual fund | — | — | — | $246K | 0.1% | |
| American Funds Inflation Linked BD FD Mutual fund | — | — | — | $138K | <0.1% | |
| Hartford Schroders Intl Multi CP VAL SDR Mutual fund | — | — | — | $102K | <0.1% | |
| American Funds 2070 Target Date Retirement Fund Mutual fund | — | — | — | $12K | <0.1% |
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