Original filing (PDF)20250918085915NAL0001531568001

NORTH AMERICAN DENTAL MANAGEMENT, LLC

Name: NORTH AMERICAN DENTAL MANAGEMENT, LLC — NORTH AMERICAN DENTAL MANAGEMENT, LLC 401(K) PLAN, Form 5500 (2024)
Creator: NORTH AMERICAN DENTAL MANAGEMENT, LLC

Form 5500

FILING_RECEIVED

NORTH AMERICAN DENTAL MANAGEMENT, LLC 401(K) PLAN

401(k) retirement plan

Active participants

3,076

Accounts w/ balance

1,787

Plan assets (EOY)

$72.5M

Net assets (EOY)

$72.5M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NORTH AMERICAN DENTAL MANAGEMENT, LLC.

Plan sponsor

Name

NORTH AMERICAN DENTAL MANAGEMENT, LLC

EIN

27-4348426

Address

125 ENTERPRISE DRIVE · SUITE 200 · PITTSBURGH, PA · 15275

Phone

(724) 698-2551

Industry

Offices of Dentists· Health Care & Social Assistancesee 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

2025-09-18

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$136K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MARCUM WEALTH LLC	20-2317470	—	ADVISOR	$41K	—
GLOBAL RETIREMENT PARTNERS LLC	47-1411118	—	ADVISOR	$27K	—

Investments

1 pooled fund· $757K(1% 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.