Original filing (PDF)20250723062827NAL0003690689001

NEWPORT ENDODONTIC GROUP

Name: NEWPORT ENDODONTIC GROUP — NEWPORT ENDODONTIC GROUP 401(K) PLAN, Form 5500 (2024)
Creator: NEWPORT ENDODONTIC GROUP

Form 5500-SF

FILING_RECEIVED

NEWPORT ENDODONTIC GROUP 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.2M

Net assets (EOY)

$5.2M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NEWPORT ENDODONTIC GROUP.

Plan sponsor

Name

NEWPORT ENDODONTIC GROUP

EIN

33-0316969

Address

1441 AVOCADO AVENUE, SUITE 401 · NEWPORT BEACH, CA · 92660

Phone

(649) 874-6244

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Name

PENTEGRA SERVICES, INC.

EIN

13-3745616

City

WHITE PLAINS, NY

Phone

(800) 872-3473

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-23

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

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