Back to filter
Original filing (PDF)20250726224540NAL0000531234001
JEFFERY E. TEUTSCH, DDS
Form 5500-SF
FILING_RECEIVED
JEFFERY E. TEUTSCH, DDS STANDARDIZED PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
5
Accounts w/ balance
6
Plan assets (EOY)
$1.7M
Net assets (EOY)
$1.7M
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 JEFFERY E. TEUTSCH, DDS.
Plan sponsor
Name
JEFFERY E. TEUTSCH, DDS
DBA
JEFFERY E. TEUTSCH, DDS
EIN
68-0213550
Address
1472 CEDARWOOD LN · PLEASANTON, CA · 945666149
Phone
(925) 846-2375
Industry
Offices of Dentists· Health Care & Social Assistancesee all
Plan administrator
Name
ANNE TEUTSCH
EIN
68-0213550
City
PLEASANTON, CA
Phone
(925) 846-2375
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-26
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
3B · Covers self-employed individuals
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
ORLANDO R. STOVALL, III, D.D.S.
ORLANDO R. STOVALL, III, D.D.S. 401(K) PROFIT SHARING PLAN
$1.7M · 12 participants
HEDI T. KERMANI, DDS, MDS, INC.
HEDI T. KERMANI, DDS, MDS, INC. CASH BALANCE PENSION PLAN AND TRUST
$1.7M · 3 participants
MARK STAPLETON, DMD, MSD, PC
MARK STAPLETON, DMD, MSD, PC 401(K) PROFIT SHARING PLAN
$1.7M · 11 participants
SHORELINE DENTAL ASSOCIATES, P.C.
SHORELINE DENTAL ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN
$1.7M · 9 participants
CRESCENT DENTAL, LLC
CRESCENT DENTAL, LLC CASH BALANCE PLAN
$1.7M · 9 participants
MICHAEL LUM, D.D.S., INC.
MICHAEL LUM, D.D.S., INC. 401(K) PLAN
$1.7M · 5 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B