· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
RUSSELL E.K. CHANG, D.D.S., M.S., F.A.C.D., INC. — RUSSELL E.K. CHANG, D.D.S., M.S., F.A.C.D., INC. PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251013153255NAL0000779459001
RUSSELL E.K. CHANG, D.D.S., M.S., F.A.C.D., INC.
Form 5500-SF
FILING_RECEIVED
RUSSELL E.K. CHANG, D.D.S., M.S., F.A.C.D., INC. PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
12
Accounts w/ balance
10
Plan assets (EOY)
$4.7M
Net assets (EOY)
$4.7M
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
RUSSELL E.K. CHANG, D.D.S., M.S., F.A.C.D., INC.
.
Find decision makers
Plan sponsor
Name
RUSSELL E.K. CHANG, D.D.S., M.S., F.A.C.D., INC.
EIN
45-4810343
Address
4608 KATELLA AVENUE, SUITE 201 · LOS ALAMITOS, CA · 90720
Phone
(562) 430-0541
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
2025-10-13
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Dentists plans
STATEWIDE DENTAL SERVICE, PC
STATEWIDE COMPANIES RETIREMENT PLAN
$4.7M · 9 participants
LAWRENCE J. GRIBB, D.M.D.
LAWRENCE J. GRIBB, D. M. D. PROFIT SHARING PLAN
$4.7M · 3 participants
LOWVILLE DENTIST PPLC
LOWVILLE DENTIST PLLC 401(K) PROFIT SHARING PLAN
$4.7M · 12 participants
RAFAEL RIVERA, JR., D.D.S., P.L.L.C.
SMILE STARTERS 401(K) PLAN
$4.7M · 227 participants
BRYCE K. TSAI, AMY S. TSAI, DDS, DENTAL CORPORATION
BKT & AST INC. 401(K) PROFIT SHARING 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.
$4.7M · 6 participants
ORAL AND MAXILLOFACIAL SURGERY ASSOCIATES, INC
ORAL AND MAXILLOFACIAL SURGERY ASSOCIATES, INC.,CASH BALANCE RETIREMENT PLAN
$4.7M · 15 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B