· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
PAUL J. STYRT, D.M.D., M.P.H., M.S., A PROFESSIONAL CORPORATION — PAUL J. STYRT, D.M.D., M.P.H., M.S., INC. CROSS-TESTED 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250603194627NAL0007435971001
PAUL J. STYRT, D.M.D., M.P.H., M.S., A PROFESSIONAL CORPORATION
Form 5500-SF
FILING_RECEIVED
PAUL J. STYRT, D.M.D., M.P.H., M.S., INC. CROSS-TESTED 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
9
Accounts w/ balance
16
Plan assets (EOY)
$8.0M
Net assets (EOY)
$8.0M
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
PAUL J. STYRT, D.M.D., M.P.H., M.S., A PROFESSIONAL CORPORATION
.
Find decision makers
Plan sponsor
Name
PAUL J. STYRT, D.M.D., M.P.H., M.S., A PROFESSIONAL CORPORATION
EIN
33-0603899
Address
9339 GENESEE AVE., SUITE 270 · SAN DIEGO, CA · 921212145
Phone
(858) 458-1088
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
2025-06-03
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2H · Partial participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Dentists plans
FORGE SPECIALTY PARTNERS
FORGE SPECIALTY PARTNERS 401(K) PLAN
$8.0M · 127 participants
NORMAN J. MARKS, D.D.S., LTD.
NORMAN J. MARKS, D.D.S., LTD. EMPLOYEES' PROFIT SHARING PLAN AND TRUST
$8.0M · 16 participants
COLUMBIA SMILES DOWNTOWN, LLC
NICHOLAS J. POURNARAS, DMD LLC PROFIT SHARING PLAN/401K
$8.0M · 5 participants
WESTPARK DENTAL ASSOCIATES, INC.
WESTPARK DENTAL ASSOCIATES, INC. EMPLOYEES' PROFIT SHARING PLAN & TRUST
$8.0M · 17 participants
FARIBORZ RODEF DDS, INC.
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
FARIBORZ RODEF DDS, INC. 401(K) PLAN
$8.0M · 327 participants
GIOVANNI P. IUCULANO, DDS, PC
GIOVANNI P. IUCULANO, DDS, PC PROFIT SHARING PLAN
$8.0M · 39 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
