· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
SAMER A. ITANI, DDS, INC. — SAMER A. ITANI, DDS, INC. 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250602122334NAL0017371424001
SAMER A. ITANI, DDS, INC.
Form 5500-SF
FILING_RECEIVED
SAMER A. ITANI, DDS, INC. 401(K) PLAN
401(k) retirement plan
Active participants
8
Accounts w/ balance
16
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
SAMER A. ITANI, DDS, INC.
.
Find decision makers
Plan sponsor
Name
SAMER A. ITANI, DDS, INC.
EIN
27-0544033
Address
450 SUTTER STREET · SUITE 2318 · SAN FRANCISCO, CA · 94108
Phone
(415) 685-0011
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
2025-06-02
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Dentists plans
REAMER FAMILY DENTISTRY
REAMER FAMILY DENTISTRY 401(K) PLAN
$1.2M · 9 participants
MEDHAT N NASHED DDS, MS, INC.
MEDHAT N NASHED DDS, MS, INC. PROFIT SHARING PLAN
$1.2M · 10 participants
DANIEL J. MAHAR, D.D.S., P.A.
DANIEL J. MAHAR, D.D.S., P.A. CASH BALANCE PLAN
$1.2M · 6 participants
ARKANSAS RIVER VALLEY DENTISTRY PLL
ARKANSAS RIVER VALLEY DENTISTRY PLLC 401(K) & PROFIT-SHARING PLAN
$1.2M · 15 participants
JOSHUA B BERSTEIN DDS A DENTAL
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
JOSHUA B BERSTEIN DDS A DENTAL 401(K) PROFIT SHARING PLAN & TRUST
$1.2M · 12 participants
RIALTO FAMILY DENTAL
RIALTO FAMILY DENTAL 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
