· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
VICTOR PAUL C. VALDEZ, JR., D.M.D., A PROFESSIONAL CORPORATION — VICTOR PAUL C. VALDEZ, JR., D.M.D., APC, 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250428155457NAL0019055728001
VICTOR PAUL C. VALDEZ, JR., D.M.D., A PROFESSIONAL CORPORATION
Form 5500-SF
FILING_RECEIVED
VICTOR PAUL C. VALDEZ, JR., D.M.D., APC, 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
3
Accounts w/ balance
3
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
VICTOR PAUL C. VALDEZ, JR., D.M.D., A PROFESSIONAL CORPORATION
.
Find decision makers
Plan sponsor
Name
VICTOR PAUL C. VALDEZ, JR., D.M.D., A PROFESSIONAL CORPORATION
EIN
33-0450585
Address
181 EL CAMINO REAL, SUITE B · TUSTIN, CA · 92780
Phone
(714) 669-9555
Industry
Offices of Dentists
· Health Care & Social Assistance
see 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
2025-04-28
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
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Dentists plans
GALLOWAY DENTAL IMPLANTS AND PERIODONTICS, P.C.
GALLOWAY DENTAL IMPLANTS AND PERIODONTICS, P.C. 401(K) PROFIT SHARING PLAN
$1.2M · 12 participants
TJM DENTAL, LLC
TJM DENTAL 401(K) PLAN
$1.2M · 13 participants
ROXANNE P BENISON, DMD MS, INC
SIGNATURE ENDODONTICS, P. C. PROFIT SHARING PLAN
$1.2M · 1 participants
MOUNTAIN VIEW ENDODONTICS 401K P
MOUNTAIN VIEW ENDODONTICS 401K PSP
$1.2M · 2 participants
YOUNG KIDZ DENTAL PC
YOUNG KIDZ DENTAL RETIREMENT PLAN
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.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.2M · 6 participants
BEN KANG, D.M.D., P.C.
BEN KANG, DMD, PC 401(K) PROFIT SHARING PLAN & TRUST
$1.2M · 12 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
