Back to filter
Original filing (PDF)20250924202736NAL0008539616001
RODRIGO LAGOS, DDS, INC.
Form 5500-SF
FILING_RECEIVED
LAKES RETIREMENT PLAN
Defined-benefit pension plan
Active participants
8
Accounts w/ balance
—
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
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
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RODRIGO LAGOS, DDS, INC..
Plan sponsor
Name
RODRIGO LAGOS, DDS, INC.
EIN
30-0431194
Address
103 BEL CANTO CT. · PALM DESERT, CA · 92211
Phone
(760) 902-3107
Industry
Offices of Dentists· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-24
Pension benefit codes
1A · Pay-related DB formula
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.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Offices of Dentists plans
MOUNTAIN VIEW DENTAL CLINIC PC
MOUNTAIN VIEW DENTAL CLINIC PC 401(K) P/S PLAN
$1.1M · 11 participants
JOHNSTON DENTAL CARE, LLC
JOHNSTON DENTAL CARE, LLC 401(K) PLAN
$1.1M · 22 participants
LIBERTY DENTISTRY PLLC
LIBERTY DENTISTRY PLLC PROFIT SHARING PLAN
$1.1M · 20 participants
SALT RUN FAMILY DENTISTRY
SALT RUN FAMILY DENTISTRY 401(K) PROFIT SHARING PLAN AND TRUST
$1.1M · 14 participants
FIDUCIARY WISE LLC FBO CHARLES AIKAWA DDS
ETF ADVISOR K MEP FIDUCIARY WISE LLC
$1.1M · 5 participants
YAKEIKA L. VANN, DDS, PLLC
YAKEIKA L. VANN, DDS, PLLC 401(K) PLAN
$1.1M · 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