· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
SOUTHERN MINNESOTA ENDODONTICS, LLC — SOUTHERN MINNESOTA ENDODONTICS 401K PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250728112926NAL0003183378001
SOUTHERN MINNESOTA ENDODONTICS, LLC
Form 5500-SF
FILING_RECEIVED
SOUTHERN MINNESOTA ENDODONTICS 401K PROFIT SHARING PLAN
401(k) retirement plan
Active participants
15
Accounts w/ balance
18
Plan assets (EOY)
$4.1M
Net assets (EOY)
$4.1M
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
SOUTHERN MINNESOTA ENDODONTICS, LLC
.
Find decision makers
Plan sponsor
Name
SOUTHERN MINNESOTA ENDODONTICS, LLC
EIN
81-0815280
Address
1570 E ADAMS ST · MANKATO, MN · 560015192
Phone
(507) 386-0288
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
2024-01-01
Tax period
2024-12-31
Filed
2025-07-28
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Dentists plans
ANTHONY L TORTORICH, DDS, PA
ANTHONY L TORTORICH DDS PA PROFIT SHARING PLAN
$4.1M · 5 participants
TIM R. SMITH, DDS, INC.
TIM R. SMITH, DDS, INC. 401(K) PLAN
$4.1M · 14 participants
HIGHLAND PARK PERIODONTICS, LLC
HIGHLAND PARK PERIODONTICS, L.LC RETIREMENT SAVINGS PLAN
$4.1M · 8 participants
HIGHLAND PARK PERIODONTICS, LLC
HIGHLAND PARK PERIODONTICS, L.LC RETIREMENT SAVINGS PLAN
$4.1M · 8 participants
TIMOTHY L. POHLMAN, D.D.S.
TIMOTHY L. POHLMAN, D.D.S. 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.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$4.1M · 4 participants
GLICK ORTHODONTICS, P.C.
GLICK ORTHODONTICS, P.C. 401(K) PLAN
$4.1M · 11 participants
Large plans in Minnesota
WELLS FARGO & COMPANY
WELLS FARGO & COMPANY 401(K) PLAN
$57.9B · 167,176 participants
UNITED HEALTHCARE SERVICES INC.
UNITEDHEALTH GROUP 401(K) SAVINGS PLAN MASTER TRUST
$31.0B
MINNESOTA LIFE INSURANCE COMPANY
MASTER SEPARATE ACCOUNT
$29.2B
UNITEDHEALTH GROUP INCORPORATED
UNITEDHEALTH GROUP 401(K) SAVINGS PLAN
$26.6B · 199,134 participants
TARGET CORPORATION
TARGET CORPORATION 401(K) PLAN
$14.4B · 427,999 participants
TARGET CORPORATION
TARGET CORPORATION 401(K) MASTER TRUST
$14.2B
