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GEOFFREY M. HERSCH, DDS, A PROFESSIONAL CORPORATION — GEOFFREY M. HERSCH, DDS, INC. 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250519174135NAL0003211794001
GEOFFREY M. HERSCH, DDS, A PROFESSIONAL CORPORATION
Form 5500-SF
FILING_RECEIVED
GEOFFREY M. HERSCH, DDS, INC. 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Active participants
3
Accounts w/ balance
13
Plan assets (EOY)
$2.5M
Net assets (EOY)
$2.5M
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
GEOFFREY M. HERSCH, DDS, A PROFESSIONAL CORPORATION
.
Find decision makers
Plan sponsor
Name
GEOFFREY M. HERSCH, DDS, A PROFESSIONAL CORPORATION
EIN
33-0986706
Address
400 NEWPORT CENTER DR STE 701 · NEWPORT BEACH, CA · 926607663
Phone
(949) 644-1307
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
2025-05-19
Pension benefit codes
2E · Profit-sharing
2A · Age/service weighted or new comparability
2J · 401(k) feature
2F · ERISA section 404(c)
2H · Partial participant-directed accounts
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
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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.
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