ORAL & MAXILLOFACIAL ASSOCIATES OF ARIZONA, PLC RETIREMENT PLAN & TRUST
401(k) retirement plan
Active participants
9
Accounts w/ balance
13
Plan assets (EOY)
$1.9M
Net assets (EOY)
$1.9M
Plan health score
91
/ 100
Grade A
Top-tier plan health
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
68
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ORAL & MAXILLOFACIAL ASSOCIATES OF ARIZONA, PLC.
Plan sponsor
Name
ORAL & MAXILLOFACIAL ASSOCIATES OF ARIZONA, PLC
EIN
27-2523979
Address
2855 E. BROWN ROAD STE 5 · MESA, AZ · 85213
Phone
(480) 659-5977
Industry
Offices of Dentists· Health Care & Social Assistancesee 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
2025-06-10
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
