· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
SANJIV BHATIA DDS PC — SANJIV BHATIA DDS PC RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250505193400NAL0013224048001
SANJIV BHATIA DDS PC
Form 5500-SF
FILING_RECEIVED
SANJIV BHATIA DDS PC RETIREMENT PLAN
401(k) retirement plan
Active participants
10
Accounts w/ balance
4
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
SANJIV BHATIA DDS PC
.
Find decision makers
Plan sponsor
Name
SANJIV BHATIA DDS PC
EIN
52-2187530
Address
924 EAST SWAN CREEK RD · FORT WASHINGTON, MD · 20744
Phone
(301) 203-0042
Industry
Offices of Dentists
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-05
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Dentists plans
BERNARD FISHMAN, D.D.S.
BERNARD FISHMAN, D.D.S. 401(K) PLAN
$1.2M · 8 participants
DROEL FAMILY DENTISTRY, P.C.
RETIREMENT INCOME SECURITY PLAN-DROEL FAMILY DENTISTRY, P.C.
$1.2M · 7 participants
PAUL GRIN DDS MPH APC
PAUL GRIN DDS MPH APC RETIREMENT PLAN
$1.2M · 6 participants
DAVID D. ADAMIC, A.P.D.C.
DAVID D. ADAMIC, A.P.D.C. PROFIT SHARING PLAN
$1.2M · 3 participants
ARMINDA B. MENDIOLA DENTAL CORPORATION
ARMINDA B. MENDIOLA DENTAL CORPORATION 401(K) PROFIT SHARING PLAN
65
Knocking points off
Only 40% as many balances as active participants — suggests many active employees aren't deferring.
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.
$1.2M · 6 participants
KIMBERLY C. STONE, M.D., P.C.
KIMBERLY C. STONE, M.D., P.C. 401(K) RETIREMENT PLAN & TRUST
$1.2M · 5 participants
Large plans in Maryland
LOCKHEED MARTIN CORPORATION
LMC DEFINED CONTRIBUTION MASTER TRUST
$56.1B
LOCKHEED MARTIN CORPORATION
LOCKHEED MARTIN CORPORATION SALARIED SAVINGS PLAN
$51.4B · 94,445 participants
T. ROWE PRICE TRUST COMPANY
T. ROWE PRICE INSTITUTIONAL COMMON TRUST FUND, T. ROWE PRICE GROWTH STOCK TRUST
$36.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2040 TRUST
$35.2B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2030 TRUST
$35.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE U.S. VALUE EQUITY TRUST
$32.2B
