· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
JOHN BOLAND IV, DDS — JOHN BOLAND IV, DDS 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250811075600NAL0020206018001
JOHN BOLAND IV, DDS
Form 5500-SF
FILING_RECEIVED
JOHN BOLAND IV, DDS 401(K) PLAN
401(k) retirement plan
Active participants
3
Accounts w/ balance
4
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
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
JOHN BOLAND IV, DDS
.
Find decision makers
Plan sponsor
Name
JOHN BOLAND IV, DDS
EIN
68-6114080
Address
770 TAMALPAIS DRIVE, ST # 404 · CORTE MADERA, CA · 94925
Phone
(415) 927-9052
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
2025-08-11
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2H · Partial participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Dentists plans
DR. ROSS HADDOW
DR. ROSS HADDOW PROFIT SHARING PLAN
$1.1M · 2 participants
BRIAN S. MILLETT DMD PC
BRIAN S. MILLETT DMD PC PROFIT SHARING PLAN
$1.1M · 9 participants
HILL & HILL
HILL & HILL CASH BALANCE PLAN
$1.1M · 1 participants
LARRY R. GOLDSTEIN, DDS, PC
LARRY R. GOLDSTEIN, DDS, PC 401K PLAN
$1.1M · 5 participants
ROBERT T. JENSEN, DDS MS INC
ROBERT T JENSEN, DDS MS INC PROFIT SHARING PLAN
$1.1M · 5 participants
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
LANCE C. KOVAR, D.D.S., PLLC
KOVAR 401(K) PLAN
$1.1M · 8 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
