· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
H&M FAMILY DENTISTRY — H&M FAMILY DENTISTRY 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250922175008NAL0007005491001
H&M FAMILY DENTISTRY
Form 5500-SF
FILING_RECEIVED
H&M FAMILY DENTISTRY 401(K) PLAN
401(k) retirement plan
Active participants
5
Accounts w/ balance
8
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
H&M FAMILY DENTISTRY
.
Find decision makers
Plan sponsor
Name
H&M FAMILY DENTISTRY
EIN
46-3031703
Address
2711 S PARKER ROAD · AURORA, CO · 80014
Phone
(303) 353-9611
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
2025-09-22
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Dentists plans
WILLIAMSBURG ORTHODONTICS PLLC
WILLIAMSBURG ORTHODONTICS PLLC 401(K) PROFIT SHARING PLAN & TRUST
$1.2M · 15 participants
ENDODONTIC ASSOCIATES IN FRAMINGHAM, PC
ENDODONTIC ASSOCIATES IN FRAMINGHAM 401(K) PLAN
$1.2M · 3 participants
HENDERSON & HENDERSON - PALO ALTO DENTAL CORPORATION
HENDERSON DENTAL RETIREMENT PLAN
$1.2M · 4 participants
NATHAN J. WONG DDS, INC.
NATHAN J. WONG DDS, INC. 401(K) PROFIT SHARING PLAN
$1.2M · 10 participants
TOPSHAM DENTAL ARTS
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
TOPSHAM DENTAL ARTS 401(K) PLAN
$1.2M · 23 participants
MATTHEW M. SEGAL, D.M.D., P.A.
MATTHEW M. SEGAL, D.M.D., P.A. PROFIT SHARING PLAN
$1.2M · 3 participants
Large plans in Colorado
EMPOWER ANNUITY INSURANCE COMPANY
LARGE CAP GROWTH JPMORGAN INVESTMENT MANAGEMENT FUND (SALC2)
$6.0B
DAVITA INC.
DAVITA RETIREMENT SAVINGS PLAN
$3.8B · 56,918 participants
EMPOWER ANNUITY INSURANCE COMPANY
LARGE CAP GROWTH JENNISON FUND (SALG6)
$3.6B
EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA
FUTUREFUNDS SERIES ACCOUNT II OF GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY
$3.6B
EMPOWER ANNUITY INSURANCE COMPANY
BLACKROCK S&P INDEX FUND (SA4CJ)
$3.4B
EMPOWER ANNUITY INSURANCE COMPANY
CORE PLUS BOND PGIM FUND (SACPP)
$3.0B
