Back to filter
Original filing (PDF)20250506115911NAL0006800019001
BRENT E. LENZ, DDS, MDS, PC
Form 5500-SF
FILING_RECEIVED
BRENT E. LENZ, DDS, MDS, PC 401K PLAN
401(k) retirement plan
Active participants
7
Accounts w/ balance
8
Plan assets (EOY)
$4.7M
Net assets (EOY)
$4.7M
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
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BRENT E. LENZ, DDS, MDS, PC.
Plan sponsor
Name
BRENT E. LENZ, DDS, MDS, PC
EIN
54-2032910
Address
1500 BROOKHAVEN DRIVE · HARRISONBURG, VA · 22801
Phone
(540) 433-1060
Industry
Offices of Dentists· Health Care & Social Assistancesee 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
2025-05-06
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
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.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Offices of Dentists plans
CHIEN & LI DENTAL CLINIC, INC.
CHIEN & LI DENTAL CLINIC, INC. PENSION PLAN
$4.7M · 8 participants
GEORGE B. SHUPING, D.D.S., M.S., P.A.
GEORGE B. SHUPING, DDS, MS, PA 401(K) PROFIT SHARING PLAN & TRUST
$4.7M · 8 participants
JON W. WILLIAMS JR., DDS LTD
JON W. WILLIAMS JR., LTD. 401(K) PLAN AND TRUST
$4.7M · 7 participants
DAVID R. BROSTOWITZ, D.D.S., S.C.
DAVID R BROSTOWITZ DDS SC 401(K) PROFIT SHARING PLAN
$4.7M · 9 participants
HIRAM DENTISTRY, PC
HIRAM DENTISTRY, PC 401(K) PLAN
$4.7M · 14 participants
DRS. KRAJEKIAN, BROCK, HENDERSON & DI PRISCO, INC.
MOUNTAIN STATES ORAL & FACIAL SURGERY 401(K) PLAN
$4.7M · 102 participants
Large plans in Virginia
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN PENSION PLAN
$18.8B · 11,507 participants
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
401(K) PENSION PLAN
$16.8B · 61,593 participants
NORTHROP GRUMMAN CORPORATION
NG DB MT FIXED INCOME FUND
$13.0B