· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
VIKAS PATEL DDS INC — VIKAS PATEL DDS INC 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251006155747NAL0003768129001
VIKAS PATEL DDS INC
Form 5500-SF
FILING_RECEIVED
VIKAS PATEL DDS INC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
5
Accounts w/ balance
11
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
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
VIKAS PATEL DDS INC
.
Find decision makers
Plan sponsor
Name
VIKAS PATEL DDS INC
EIN
46-1598227
Address
1893 N. TUSTIN STREET · ORANGE, CA · 92865
Phone
(714) 637-9933
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
2025-10-06
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2H · Partial participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
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
CROMPTON DENTAL, LLC
CROMPTON DENTAL 401(K) PLAN
$1.1M · 7 participants
PLAZA ORTHODONTICS
PLAZA ORTHODONTICS PROFIT SHARING PLAN
$1.1M · 18 participants
HILLSBOROUGH PEDIATRIC DENTISTRY, LLC
HILLSBOROUGH PEDIATRIC DENTISTRY RETIREMENT PLAN
$1.1M · 6 participants
LOUIS F. DESANTIS DDS PC
LOUIS F DESANTIS DDS PC PROFIT SHARING PLAN-PERSHING AS CUSTODIAN
$1.1M · 4 participants
LINDA D SHERIDAN DDS
LINDA D SHERIDAN DDS RETIREMENT 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.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.1M · 4 participants
JACQUELINE S. BROWN, D.D.S., INC.
JACQUELINE S. BROWN, D.D.S., INC. 401(K) PROFIT SHARING PLAN
$1.1M · 2 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
