How big is DECA Dental Holdings, LLC's plan?

DECA Dental Holdings, LLC's plan reported $7.1M in assets and 1,328 participants for 2022.

Original filing (PDF)20231016145238NAL0038710433001

DECA Dental Holdings, LLC

Name: DECA Dental Holdings, LLC — DECA Dental Group 401(k), Form 5500 (2022)
Creator: DECA Dental Holdings, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

DECA Dental Group 401(k) Plan

401(k) retirement plan · DECA Dental Holdings, LLC's DECA Dental Group 401(k) Plan held $7.1M in plan assets for 1,328 participants in 2022, with Ascensus as recordkeeper.

Signals · 1

~185 bps in Sched C fees

Active participants

1,328

Accounts w/ balance

1,149

Plan assets (EOY)

$7.1M

Net assets (EOY)

$7.1M

People on this filing

Thomas Vertich signed DECA Dental Holdings, LLC's 2022 Form 5500 as plan administrator.

Thomas Vertich — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

DECA Dental Holdings, LLC's EIN is 47-4469673.

EIN 47-4469673

Plan number 001

Plan year 2022

ACK ID 20231016145238NAL0038710433001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for DECA Dental Holdings, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

DECA Dental Holdings, LLC's plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DECA DENTAL HOLDINGS, LLC.

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How this plan invests

This plan

29 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (6th percentile).
Bottom-decile employer contributions per participant (0th percentile).

Plan sponsor

Name

DECA DENTAL HOLDINGS, LLC

EIN

all filings

Address

12770 MERIT DR · SUITE 1100 · DALLAS, TX · 75251

Phone

(469) 420-1820

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-16

Pension benefit codes

2S · Automatic enrollment

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
ASCENSUS LLC	11-3665754	—	NONE	$103K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
MERRILL LYNCH RETIREMENT & BENEFIT	13-5674085	—	NONE	$28K	—

Investments

29 direct securities· $7.1M(100% of reported assets)

Other securities

$5.8M

22 holdings

Common Collective Trusts

$721K

2 holdings

Mutual Funds

$389K

4 holdings

Participant loans

$134K

1 holding

					% of plan
BlackRock Lifepath Index 2050 K BlackRock 0	Other securities	—	—	$1.5M	21.8%
BlackRock Lifepath Index 2055 K BlackRock 0	Other securities	—	—	$1.2M	17.0%
BlackRock Lifepath Index 2045 K BlackRock 0	Other securities	—	—	$914K	12.9%
BlackRock Lifepath Index 2060 K BlackRock 0	Other securities	—	—	$718K	10.1%
Fidelity 500 Index Fund Fidelity 0	Common Collective Trusts	—	—	$700K	9.9%
BlackRock Lifepath Index 2040 K BlackRock 0	Other securities	—	—	$360K	5.1%
BlackRock Lifepath Index 2035 K BlackRock 0	Other securities	—	—	$316K	4.5%
Vanguard Federal Money Market Inv Vanguard 0	Mutual Funds	—	—	$172K	2.4%
BlackRock LifePath Index 2065 K BlackRock 0	Other securities	—	—	$151K	2.1%
BlackRock Lifepath Index 2030 K BlackRock 0	Other securities	—	—	$142K	2.0%
MainStay Winslow Large Cap Growth R6 MainStay 0	Other securities	—	—	$135K	1.9%
Various Rates and Maturities Participant's Loan Account 0	Participant loans	—	—	$134K	1.9%
Fidelity Small Cap Index Fidelity 0	Mutual Funds	—	—	$101K	1.4%
BlackRock Lifepath Index 2025 K BlackRock 0	Other securities	—	—	$96K	1.4%
BlackRock Lifepath Index Retire K BlackRock 0	Other securities	—	—	$73K	1.0%
Fidelity Total International Index Fidelity 0	Mutual Funds	—	—	$66K	0.9%
ClearBridge Small Cap Growth IS Legg Mason 0	Other securities	—	—	$57K	0.8%
Carillon Scout Mid Cap R6 Carillon 0 123 JHancock Disciplined Value R6 John Hancock 0	Other securities	—	—	$57K	0.8%
Fidelity Mid Cap Index Fidelity 0	Mutual Funds	—	—	$50K	0.7%
Fidelity U.S. Bond Index Fund Fidelity 0	Common Collective Trusts	—	—	$21K	0.3%
BlackRock High Yield Bond K BlackRock 0	Other securities	—	—	$16K	0.2%
Hartford Schroders E/M Equity SDR Hartford 0	Other securities	—	—	$12K	0.2%
Loomis Sayles Global Bond Fund N Loomis Sayles 0	Other securities	—	—	$10K	0.1%
American Century Infl-Adj Bond R6 American Century 0	Other securities	—	—	$8K	0.1%
Hartford Core Equity R6 Hartford 0	Other securities	—	—	$7K	0.1%
Cohen & Steers Global Realty Shares Z Cohen & Steers 0	Other securities	—	—	$3K	<0.1%
Allspring Special Small Cap Value R6 Allspring 0	Other securities	—	—	$3K	<0.1%
Western Asset Core Bond IS Legg Mason 0 7 Delaware Small Cap Core R6 Delaware 0	Other securities	—	—	$2K	<0.1%
Hartford Schroders Intl Stock SDR Hartford 0	Other securities	—	—	$1K	<0.1%