· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
EDDIE CHANG DDS, INC. — EDDIE CHANG DDS, INC. RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250930165710NAL0029851074001
EDDIE CHANG DDS, INC.
Form 5500-SF
FILING_RECEIVED
EDDIE CHANG DDS, INC. RETIREMENT PLAN
401(k) retirement plan
Active participants
5
Accounts w/ balance
10
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
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
EDDIE CHANG DDS, INC.
.
Find decision makers
Plan sponsor
Name
EDDIE CHANG DDS, INC.
EIN
45-5136750
Address
31940 TEMECULA PKWY, STE 2-C · TEMECULA, CA · 92592
Phone
(951) 303-9555
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
2025-09-30
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
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
SPRING CYPRESS ORAL SURGERY & IMPLANT CENTER, PLLC
SPRING CYPRESS ORAL SURGERY DEFINED BENEFIT CASH BALANCE PLAN & TRUST
$1.2M · 6 participants
DUANE SHANK DDS PC
DUANE SHANK DDS PC 401K PLAN
$1.2M · 8 participants
PERSHING ORTHODONTICS, P.C.
PERSHING ORTHODONTICS, P.C. CASH BALANCE PLAN
$1.2M · 7 participants
NEWBURYPORT ORAL SURGERY, INC.
NEWBURYPORT ORAL SURGERY, INC. 401(K) PLAN
$1.2M · 8 participants
SUSQUEHANNA DENTAL EAST, LLC.
SUSQUEHANNA DENTAL EAST 401(K) 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.
$1.2M · 10 participants
GELB REJUVENATION DENTISTRY PLLC
GELB REJUVENATION DENTISTRY PLLC CASH BALANCE PLAN
$1.2M · 14 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