· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
HERITAGE DENTAL CARE, LTD. — HERITAGE DENTAL CARE, LTD. PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250205152856NAL0019381506001
HERITAGE DENTAL CARE, LTD.
Form 5500-SF
FILING_RECEIVED
HERITAGE DENTAL CARE, LTD. PROFIT SHARING PLAN
401(k) retirement plan
Active participants
19
Accounts w/ balance
28
Plan assets (EOY)
$7.9M
Net assets (EOY)
$7.9M
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
HERITAGE DENTAL CARE, LTD.
.
Find decision makers
Plan sponsor
Name
HERITAGE DENTAL CARE, LTD.
EIN
41-0962847
Address
2011 JEFFERSON ROAD · NORTHFIELD, MN · 55057
Phone
(507) 645-9543
Industry
Offices of Dentists
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-02-05
Pension benefit codes
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)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Dentists plans
GESHAY PEDIATRIC DENTISTRY, PC
GESHAY PEDIATRIC DENTISTRY, PC 401(K) PLAN
$7.9M · 8 participants
ANITA LEE DDS INC.
ANITA T. LEE, D.D.S. DEFINED BENEFIT PENSION PLAN
$7.9M · 4 participants
ORAL SURGERY ASSOCIATES OF LANSING, P.C.
ORAL SURGERY ASSOCIATES OF LANSING, P.C. RETIREMENT PLAN
$7.9M · 39 participants
MCCARL DENTAL GROUP, P.C.
MCCARL DENTAL GROUP, P.C. PROFIT SHARING PLAN
$7.9M · 31 participants
SANDERS, TOMPKINS, SCHIRO, LANDERS & SANDERS, PLLC
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.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
PEDIATRIC DENTAL ASSOCIATES AND ORTHODONTICS RETIREMENT PLAN & TRUST
$7.9M · 87 participants
DDP DMO SUPERHOLDINGS, LLC
DDP DMO GROUP 401(K) PLAN
$8.0M · 405 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
