· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
KOKOMO ENDODONTICS, P.C. — KOKOMO ENDODONTICS, P.C. 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250701113117NAL0006980163001
KOKOMO ENDODONTICS, P.C.
Form 5500-SF
FILING_RECEIVED
KOKOMO ENDODONTICS, P.C. 401(K) PLAN
401(k) retirement plan
Active participants
13
Accounts w/ balance
19
Plan assets (EOY)
$4.4M
Net assets (EOY)
$4.4M
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
KOKOMO ENDODONTICS, P.C.
.
Find decision makers
Plan sponsor
Name
KOKOMO ENDODONTICS, P.C.
EIN
35-1315394
Address
112 E. ALTO ROAD · KOKOMO, IN · 46902
Phone
(317) 580-5123
Industry
Manufacturing
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-01
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2A · Age/service weighted or new comparability
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Manufacturing plans
SPECTRA WOOD, INC.
SPECTRA WOOD, INC. 401K PLAN
$4.3M · 76 participants
DORRIS LUMBER AND MOULDING CO.
DORRIS LUMBER AND MOULDING CO. 401(K) PLAN
$4.3M · 37 participants
COOPER ENTERPRISES, INC.
COOPER ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN
$4.5M · 61 participants
MCFARLAND CASCADE POLE AND LUMBER
RETIREMENT PLAN FOR EMPLOYEES OF CASCADE POLE AND LUMBER COMPANY
$4.3M · 93 participants
CALIFORNIA KIDDS PEDIATRIC DENTISTRY
CALIFORNIA KIDDS PEDIATRIC DENTISTRY 401K 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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$4.3M · 81 participants
IVC-USA, INC.
IVC-USA, INC. 401(K) PLAN
$4.3M · 104 participants
Large plans in Indiana
ELI LILLY AND COMPANY
LILLY SAVINGS PLAN MASTER TRUST FUND B
$13.5B
ELI LILLY AND COMPANY
THE LILLY EMPLOYEE 401(K) PLAN
$13.1B · 21,803 participants
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN MASTER TRUST
$12.1B
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH 401(K) PLAN
$12.1B · 71,880 participants
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH DEFINED CONTRIBUTION MASTER TRUST
$11.9B
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN
$11.8B · 21,629 participants
