Back to filter
Original filing (PDF)20250406133921NAL0009343587001
JEFFREY R. KINDSETH, D.D.S., A PROF. CORP
Form 5500-SF
FILING_RECEIVED
JEFFREY R. KINDSETH, D.D.S., A PROF. CORP 401K PROFIT SHARING PLAN
401(k) retirement plan
Active participants
6
Accounts w/ balance
5
Plan assets (EOY)
$1.5M
Net assets (EOY)
$1.5M
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
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JEFFREY R. KINDSETH, D.D.S., A PROF. CORP.
Plan sponsor
Name
JEFFREY R. KINDSETH, D.D.S., A PROF. CORP
EIN
33-0963301
Address
511 EAST FIRST STREET, SUITE C · TUSTIN, CA · 92780
Phone
(949) 661-2152
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
2025-04-06
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
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 providersRelated plans
Similar-size Offices of Dentists plans
DENTISTS FOR CHILDREN, LLC
DENTISTS FOR CHILDREN, LLC 401(K) PLAN
$1.5M · 11 participants
WILLIAM J. TINNELL, DDS, INC.
WILLIAM J. TINNELL, D.D.S. SAFE HARBOR 401(K) PLAN
$1.5M · 6 participants
DEMKO ORTHODONTICS, L.L.C.
DEMKO ORTHODONTICS, LLC 401(K) PROFIT SHARING PLAN
$1.5M · 9 participants
TRALONGO MANAGEMENT, P.C.
TRALONGO MANAGEMENT, P.C. 401(K) PLAN
$1.5M · 64 participants
VALLERA FAMILY & COSMETIC DENTISTRY, P.C.
VALLERA FAMILY & COSMETIC DENTISTRY, P.C. 401(K) PLAN AND TRUST
$1.5M · 10 participants
TOULOUPAS & TOULOUPAS, DDS, P.A.
TOULOUPAS & TOULOUPAS, DDS, P.A. RETIREMENT PLAN
$1.5M · 11 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