Original filing (PDF)20250728121933NAL0002013201001

CHILDREN'S DENTISTRY OF THE ROCKIES, PLLC

Name: CHILDREN'S DENTISTRY OF THE ROCKIES, PLLC — RETIREMENT INCOME SECURITY PLAN-CHILDREN'S DENTISTRY OF THE ROCKIES, Form 5500 (2024)
Creator: CHILDREN'S DENTISTRY OF THE ROCKIES, PLLC

Form 5500-SF

FILING_RECEIVED

RETIREMENT INCOME SECURITY PLAN-CHILDREN'S DENTISTRY OF THE ROCKIES

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHILDREN'S DENTISTRY OF THE ROCKIES, PLLC.

Plan sponsor

Name

CHILDREN'S DENTISTRY OF THE ROCKIES, PLLC

EIN

81-0818363

Address

1009 S. RESERVE STREET · MISSOULA, MT · 59801

Phone

(406) 549-2395

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Name

HEALTHEQUITY RETIREMENT SERVICES

EIN

82-1222973

City

DRAPER, UT

Phone

(877) 860-2664

Plan characteristics

Plan number

003

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

2T · Default investment account (QDIA)

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

JERALD N. ROSENBERG, DMD, LLC

JERALD N. ROSENBERG, DMD 401(K) PLAN

$2.2M · 10 participants

TRACEY NGUYEN DDS PC

TRACEY NGUYEN D.D.S., P.C. 401(K) PROFIT SHARING PLAN AND TRUST

$2.2M · 9 participants

WILLIAM W. EVANS, D.M.D., M.D.

WILLIAM W. EVANS, D.M.D., M.D. 401(K) PROFIT SHARING PLAN

$2.2M · 8 participants

MICHAEL P. NAUGHTON, DMD, PC

MICHAEL P. NAUGHTON, DMD, PC 401(K) PROFIT SHARING PLAN & TRUST

$2.2M · 7 participants

MARK OLSON, DDS, LC