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GREGORY CONTE, D.M.D.,M.S.,INC. & PAOLA GUGLIELMONI,D.D.S., — THEPRACTICESF 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251009162207NAL0016092850001
GREGORY CONTE, D.M.D.,M.S.,INC. & PAOLA GUGLIELMONI,D.D.S.,
Form 5500-SF
FILING_RECEIVED
THEPRACTICESF 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
7
Accounts w/ balance
9
Plan assets (EOY)
$4.5M
Net assets (EOY)
$4.5M
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
GREGORY CONTE, D.M.D.,M.S.,INC. & PAOLA GUGLIELMONI,D.D.S.,
.
Find decision makers
Plan sponsor
Name
GREGORY CONTE, D.M.D.,M.S.,INC. & PAOLA GUGLIELMONI,D.D.S.,
EIN
27-3369324
Address
345 W. PORTAL AVENUE, SUITE 300 · SAN FRANCISCO, CA · 94127
Phone
(415) 664-4532
Industry
Offices of Dentists
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3B · Covers self-employed individuals
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Dentists plans
MILLENNIUM ENDODONTICS
MILLENNIUM ENDODONTICS 401(K) PROFIT SHARING PLAN
$4.5M · 9 participants
GARY D. LEVINE, D.D.S., P.A.
GARY D. LEVINE, D.D.S., P.A. 401(K) PLAN & TRUST
$4.5M · 5 participants
JOHN J. RADOMILE JR. & MARK G. RADOMILE PARTNERSHIP
RADOMILE FAMILY DENTAL CARE 401(K) PROFIT SHARING PLAN
$4.5M · 7 participants
CUSMILING, PLLC
CUSMILING, PLLC 401(K) PLAN
$4.5M · 22 participants
THE HUNTINGTON GROUP, P.C.
THE HUNTINGTON GROUP, P.C. SAVINGS PLAN
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.
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$4.5M · 18 participants
RICKEY L. FONG, D.D.S.
RICKEY L. FONG, D.D.S. PROFIT SHARING 401(K) PLAN
$4.5M · 3 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
