· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
ALTURA PERIODONTICS — ALTURA PERIODONTICS 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250710095127NAL0014826162001
ALTURA PERIODONTICS
Form 5500-SF
FILING_RECEIVED
ALTURA PERIODONTICS 401(K) PLAN
401(k) retirement plan
Active participants
14
Accounts w/ balance
14
Plan assets (EOY)
$1.8M
Net assets (EOY)
$1.8M
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
ALTURA PERIODONTICS
.
Find decision makers
Plan sponsor
Name
ALTURA PERIODONTICS
EIN
47-0932390
Address
3690 S YOSEMITE ST · DENVER, CO · 80237
Phone
(303) 695-0990
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
2025-07-10
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
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Dentists plans
GUY A. MANGIA, D.D.S.
GUY A. MANGIA, D.D.S. PROFIT SHARING PLAN
$1.8M · 5 participants
ADKINS FAMILY DENTISTRY, PLLC
ADKINS FAMILY DENTISTRY, PLLC 401(K) PLAN
$1.8M · 15 participants
RIVERSIDE DENTAL CARE, LLC
RIVERSIDE DENTAL CARE, LLC 401(K) PROFIT SHARING PLAN
$1.8M · 11 participants
BRIDGECREEK PROSTHETIC DENTISTRY, PLLC
BRIDGECREEK PROSTHETIC DENTISTRY RETIREMENT PLAN AND TRUST
$1.8M · 10 participants
ATHENS DENTAL CLINIC
ATHENS DENTAL CLINIC 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.
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.
$1.8M · 9 participants
MATTHEW J. TALCOTT, DDS, PC
MATTHEW J. TALCOTT, DDS, PC CASH BALANCE PLAN
$1.8M · 12 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
