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BERRYESSA DENTAL — BERRYESSA DENTAL 401(K) PLAN & TRUST, Form 5500 (2022) | Form 5500 Search
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Original filing (PDF)
20231010230500NAL0018621155002
BERRYESSA DENTAL
Form 5500-SF
FILING_RECEIVED
BERRYESSA DENTAL 401(K) PLAN & TRUST
401(k) retirement plan
Active participants
4
Accounts w/ balance
5
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
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
BERRYESSA DENTAL
.
Find decision makers
Plan sponsor
Name
BERRYESSA DENTAL
EIN
72-1538086
Address
1725 BERRYESSA ROAD, SUITE A · SAN JOSE, CA · 95133
Phone
(408) 272-4943
Industry
Offices of Dentists
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-10-11
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2K · 401(m) arrangement
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Dentists plans
RICHMOND DENTAL ARTS, P.C.
RICHMOND DENTAL ARTS, P.C. 401(K) PROFIT SHARING PLAN
$1.2M · 12 participants
DUNNINGTON FAMILY CHIROPRACTIC
DUNNINGTON FAMILY CHIROPRACTIC 401(K) PLAN
$1.2M · 6 participants
RANDALL J. EGGERT, D.D.S., P.S.
RANDALL J. EGGERT, D.D.S., P.S. CASH BALANCE PLAN
$1.2M · 7 participants
SMITH & ADAMS DDS, PA
SMITH & ADAMS, DDS PA CASH BALANCE PLAN
$1.2M · 17 participants
MONTGOMERY FAMILY DENTAL
MONTGOMERY FAMILY DENTAL PROFIT SHARING 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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.2M · 18 participants
AMIT SUD DDS & ANITA VERMA DDS LTD
WOODLAKE FAMILY DENTAL 401(K) PLAN
$1.2M · 23 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
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$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
