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Original filing (PDF)20251015050512NAL0004133921001
EASSIST DENTAL SOLUTIONS, INC.
Form 5500
FILING_RECEIVED
EASSIST DENTAL SOLUTIONS 401K PLAN
401(k) retirement plan
Signals · 1
~267 bps in Sched C fees
Active participants
1,853
Accounts w/ balance
625
Plan assets (EOY)
$2.2M
Net assets (EOY)
$2.2M
How this plan invests
This plan
1 pooled trust
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
100
Total plan cost
65
Vendor stack
100
Participation health
65
Knocking points off
- 267 bps in Schedule C fees — 413% above peer band of 52 bps.
- Only 34% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EASSIST DENTAL SOLUTIONS, INC..
Plan sponsor
Name
EASSIST DENTAL SOLUTIONS, INC.
EIN
45-4100336
Address
665 W 750 N · AMERICAN FORK, UT · 84003
Phone
(503) 707-1790
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
2025-10-15
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)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
TANNER LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $59K | — |
Investments
25 direct securities · 1 pooled fund· $2.2M(98% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Registered Investment Companies
$2.1M
25 holdings
Common Collective Trust
$30K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID FREEDOM INDEX 2045 PREMIER | Registered Investment Companies | — | — | $382K | 17.3% | |
| FID FREEDOM INDEX 2050 PREMIER | Registered Investment Companies | — | — | $319K | 14.4% | |
| FID FREEDOM INDEX 2035 PREMIER | Registered Investment Companies | — | — | $251K | 11.4% | |
| FID FREEDOM INDEX 2040 PREMIER | Registered Investment Companies | — | — | $209K | 9.5% | |
| FID FREEDOM INDEX 2055 PREMIER | Registered Investment Companies | — | — | $197K | 8.9% | |
| STATE ST EQUITY 500 INDEX K | Registered Investment Companies | — | — | $170K | 7.7% | |
| MFS TOTAL RETURN - R6 905 REGISTERED INVESTMENT COMPANY FID FREE INDX 2015 PREM 720 REGISTERED INVESTMENT COMPANY FID FREEDOM INDEX 2030 PREMIER | Registered Investment Companies | — | — | $96K | 4.3% | |
| FID FREEDOM INDEX 2060 PREMIER | Registered Investment Companies | — | — | $86K | 3.9% | |
| AMF GROWTH FUND OF AMERICA R6 | Registered Investment Companies | — | — | $75K | 3.4% | |
| FID FREEDOM INDEX 2025 PREMIER | Registered Investment Companies | — | — | $49K | 2.2% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $32K | 1.4% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $31K | 1.4% | |
| FID FREEDOM INDEX 2065 PREMIER | Registered Investment Companies | — | — | $30K | 1.4% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $30K | 1.4% | |
| T. ROWE PRICE DIVIDEND GR I | Registered Investment Companies | — | — | $29K | 1.3% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $29K | 1.3% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $26K | 1.2% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $25K | 1.1% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $20K | 0.9% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $18K | 0.8% | |
| FID FREEDOM INDEX INC PREMIER | Registered Investment Companies | — | — | $18K | 0.8% | |
| FID FREEDOM INDEX 2020 PREMIER | Registered Investment Companies | — | — | $17K | 0.8% | |
| BLACKROCK TOTAL RETURN K | Registered Investment Companies | — | — | $11K | 0.5% | |
| NUVEEN SMALLCAP BLEND INDEX R6 | Registered Investment Companies | — | — | $11K | 0.5% | |
| T ROWE PRICE OVERSEAS STOCK | Registered Investment Companies | — | — | $10K | 0.5% | |
| FID FREEDOM INDEX 2010 PREMIER | Registered Investment Companies | — | — | $1K | <0.1% |
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