How big is Brandon AU DDS, Inc.'s plan?

Brandon AU DDS, Inc.'s plan reported $859K in assets and 5 participants for 2024.

Original filing (PDF)20250916163212NAL0001290339001

Brandon AU DDS, Inc.

Name: Brandon AU DDS, Inc. — New Vision Dental 401(k), Form 5500 (2024)
Creator: Brandon AU DDS, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

New Vision Dental 401(k) Profit Sharing Plan

401(k) retirement plan · Brandon AU DDS, Inc.'s New Vision Dental 401(k) Profit Sharing Plan held $859K in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$859K

Net assets (EOY)

$859K

Plan identifiers

Brandon AU DDS, Inc.'s EIN is 27-4921621.

EIN 27-4921621

Plan number 001

Plan year 2024

ACK ID 20250916163212NAL0001290339001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Brandon AU DDS, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Brandon AU DDS, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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Plan health score

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

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (91st percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

BRANDON AU DDS, INC.

EIN

all filings

Address

1506 HUNTINGTON DRIVE · SOUTH PASADENA, CA · 91030

Phone

(626) 799-2888

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator