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Original filing (PDF)20250826131539NAL0004473043001
DENTAQUEST CARE GROUP MANAGEMENT, LLC
Form 5500
FILING_RECEIVED
ADVANTAGE DENTAL PLUS 401(K) PLAN
401(k) retirement plan
Active participants
1,215
Accounts w/ balance
1,108
Plan assets (EOY)
$27.9M
Net assets (EOY)
$27.9M
How this plan invests
This plan
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (14 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DENTAQUEST CARE GROUP MANAGEMENT, LLC.
Plan sponsor
Name
DENTAQUEST CARE GROUP MANAGEMENT, LLC
EIN
32-0487994
Address
63140 BRITTA STREET · SUITE D104 · BEND, OR · 97703
Phone
(360) 859-0888
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
2025-08-26
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CARON&BLETZER,PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $33K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $6K | — |
Investments
29 direct securities· $27.5M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund " | — | — | — | $3.6M | 13.1% | |
| Fidelity Freedom 2055 Fund K6 " | — | — | — | $3.5M | 12.6% | |
| Fidelity Freedom 2050 Fund K6 " | — | — | — | $3.1M | 11.1% | |
| Fidelity Freedom 2045 Fund K6 " | — | — | — | $3.0M | 10.8% | |
| Fidelity Freedom 2035 Fund K6 " | — | — | — | $2.9M | 10.5% | |
| Fidelity Freedom 2040 Fund K6 " | — | — | — | $2.3M | 8.2% | |
| JPMorgan Large Cap Growth Fund " | — | — | — | $1.4M | 5.2% | |
| Fidelity Freedom 2020 Fund K6 " | — | — | — | $1.0M | 3.7% | |
| Fidelity Freedom 2060 Fund K6 " | — | — | — | $1.0M | 3.6% | |
| Fidelity Freedom 2025 Fund K6 " | — | — | — | $741K | 2.7% | |
| Fidelity Mid Cap Index Fund " | — | — | — | $711K | 2.5% | |
| Fidelity Freedom 2030 Fund K6 " | — | — | — | $681K | 2.4% | |
| Fidelity International Index Fund " | — | — | — | $484K | 1.7% | |
| Fidelity Government Money Market Fund K6 " | — | — | — | $456K | 1.6% | |
| Fidelity Small Cap Index Fund " | — | — | — | $443K | 1.6% | |
| Fidelity U.S. Bond Index Fund " | — | — | — | $322K | 1.2% | |
| JPMorgan Equity Income Fund " | — | — | — | $288K | 1.0% | |
| Fidelity Freedom 2065 Fund K6 " | — | — | — | $256K | 0.9% | |
| American Funds EuroPacific Growth Fund " | — | — | — | $226K | 0.8% | |
| Invesco Developing Markets Fund " | — | — | — | $172K | 0.6% | |
| Allspring Special Small Cap Value Fund " | — | — | — | $162K | 0.6% | |
| John Hancock Bond Fund " | — | — | — | $158K | 0.6% | |
| Vanguard Inflation-Protected Securities Fund " | — | — | — | $113K | 0.4% | |
| Janus Henderson Triton Fund " | — | — | — | $104K | 0.4% | |
| PIMCO Income Fund Mutual fund | — | — | — | $78K | 0.3% | |
| Fidelity Freedom Income Fund K6 " | — | — | — | $29K | 0.1% | |
| Fidelity Freedom 2015 Fund K6 " | — | — | — | $17K | <0.1% | |
| Fidelity Freedom 2010 Fund K6 " | — | — | — | $5K | <0.1% | |
| Fidelity Freedom 2070 Fund K6 " | — | — | — | $3K | <0.1% |
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