· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
JOYCE TSE, DDS, A DENTAL CORPORATION — DRAGON DENTAL PENSION PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251030132143NAL0001986065001
JOYCE TSE, DDS, A DENTAL CORPORATION
Form 5500-SF
FILING_RECEIVED
DRAGON DENTAL PENSION PLAN
Defined-benefit pension plan
Active participants
4
Accounts w/ balance
—
Plan assets (EOY)
$2.2M
Net assets (EOY)
$2.2M
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
JOYCE TSE, DDS, A DENTAL CORPORATION
.
Find decision makers
Plan sponsor
Name
JOYCE TSE, DDS, A DENTAL CORPORATION
DBA
621210
EIN
68-0505372
Address
1808 FRANKLIN ST · OAKLAND, CA · 946123410
Phone
(510) 268-1727
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
2024-07-01
Tax period
2025-06-30
Filed
2025-10-30
Pension benefit codes
1A · Pay-related DB formula
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 providers
Related plans
Similar-size Offices of Dentists plans
DAVID HANDSMAN, DMD, MDS
DAVID HANDSMAN, DMD, MDS 401(K) PROFIT-SHARING PLAN & TRUST
$2.2M · 12 participants
JEFFREY J. RAYMOND, JR., DMD
JEFFREY J. RAYMOND, JR., DMD 401K PROFIT SHARING PLAN
$2.2M · 12 participants
SEOK W. NICHOLS, DDS PS
SEOK W NICHOLS DDS PS DEFINED BENEFIT PLAN
$2.2M · 3 participants
DAVID E. WILLEY, DMD
DAVID E. WILLEY, DMD PROFIT SHARING PLAN
$2.2M · 10 participants
CHRIS N. SIACHOS, DMD, PA
CHRIS N. SIACHOS, DMD, PA 401(K) RETIREMENT 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.
$2.2M · 14 participants
STEADMAN FAMILY DENTISTRY, P.C.
ROBERT B. STEADMAN, DDS, PC 401(K) PROFIT SHARING PLAN
$2.2M · 12 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
