· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
ORAL & MAXILLOFACIAL SURGERY SPECIALISTS, PA — ORAL & MAXILLOFACIAL SURGERY SPECIALISTS, PA 401K PROFIT SHARING PLAN AND TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250716101445NAL0002999025001
ORAL & MAXILLOFACIAL SURGERY SPECIALISTS, PA
Form 5500-SF
FILING_RECEIVED
ORAL & MAXILLOFACIAL SURGERY SPECIALISTS, PA 401K PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Active participants
63
Accounts w/ balance
86
Plan assets (EOY)
$18.0M
Net assets (EOY)
$18.0M
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
ORAL & MAXILLOFACIAL SURGERY SPECIALISTS, PA
.
Find decision makers
Plan sponsor
Name
ORAL & MAXILLOFACIAL SURGERY SPECIALISTS, PA
EIN
41-0956543
Address
550 COUNTY ROAD D WEST, SUITE 12 · NEW BRIGHTON, MN · 55112
Phone
(612) 435-0154
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
2025-07-16
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Dentists plans
MACON M. SINGLETARY, D.D.S., M.S.
MACON M. SINGLETARY, D.D.S., M.S. 401(K) PROFIT SHARING PLAN
$18.2M · 6 participants
FIRST IMPRESSIONS, S.C.
FIRST IMPRESSIONS, S.C. 401K PROFIT SHARING PLAN
$17.8M · 96 participants
ORAL & MAXILLOFACIAL SURGERY ASSOCIATES, P.C.
ORAL & MAXILLOFACIAL SURGERY ASSOCIATES, P.C. EMPLOYEES' 401(K) PROFIT SHARING PLAN
$18.2M · 67 participants
KENN KAKOSIAN, D.D.S., P.C.
KENN KAKOSIAN, D.D.S., P.C. 401(K) PROFIT SHARING PLAN
$17.8M · 4 participants
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
MAX SURGICAL SPECIALTY MANAGEM
MAX SURGICAL SPECIALTY MANAGEM 401(K) PROFIT SHARING PLAN & TRUST
$17.7M · 300 participants
THE DENTAL GROUP AT CARPENTERS CROSSING, LLC
THE DENTAL GROUP AT CARPENTERS CROSSING, LLC 401(K) PLAN
$17.7M · 36 participants
Large plans in Minnesota
WELLS FARGO & COMPANY
WELLS FARGO & COMPANY 401(K) PLAN
$57.9B · 167,176 participants
UNITED HEALTHCARE SERVICES INC.
UNITEDHEALTH GROUP 401(K) SAVINGS PLAN MASTER TRUST
$31.0B
MINNESOTA LIFE INSURANCE COMPANY
MASTER SEPARATE ACCOUNT
$29.2B
UNITEDHEALTH GROUP INCORPORATED
UNITEDHEALTH GROUP 401(K) SAVINGS PLAN
$26.6B · 199,134 participants
TARGET CORPORATION
TARGET CORPORATION 401(K) PLAN
$14.4B · 427,999 participants
TARGET CORPORATION
TARGET CORPORATION 401(K) MASTER TRUST
$14.2B
