· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
BERNARDITA N. LIZAN, DMD, INC. — BERNARDITA N. LIZAN, DMD, INC. 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250929172756NAL0012473680001
BERNARDITA N. LIZAN, DMD, INC.
Form 5500-SF
FILING_RECEIVED
BERNARDITA N. LIZAN, DMD, INC. 401(K) PLAN
401(k) retirement plan
Active participants
3
Accounts w/ balance
3
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
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
BERNARDITA N. LIZAN, DMD, INC.
.
Find decision makers
Plan sponsor
Name
BERNARDITA N. LIZAN, DMD, INC.
EIN
33-0467798
Address
550 E. 8TH STREET, SUITE 12 · NATIONAL CITY, CA · 91950
Phone
(619) 477-7570
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
2025-09-29
Pension benefit codes
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
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Dentists plans
BROOKFIELD FAMILY DENTAL ART, LLC
BROOKFIELD FAMILY DENTAL ART, LLC 401(K) PLAN
$1.4M · 2 participants
PEDIATRIC DENTISTRY OF BONITA, PLLC
PEDIATRIC DENTISTRY OF BONITA DEFINED BENEFIT CASH BALANCE PLAN & TRUST
$1.4M · 11 participants
WILLIAM F. PROFFITT, JR., D.D.S.
WILLIAM F. PROFFITT, JR., D.D.S. PROFIT SHARING PLAN
$1.4M · 4 participants
JOHN E. HOSS, D.D.S.
JOHN E. HOSS, D.D.S. PROFIT SHARING PLAN
$1.4M · 3 participants
AVON VILLAGE FAMILY DENTISTRY
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.
AVON VILLAGE FAMILY DENTISTRY
$1.4M · 20 participants
BERNARD FIALKOFF DDS
BERNARD FIALKOFF DDS PROFIT SHARING PLAN
$1.4M · 7 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
