Back to filter
Original filing (PDF)20241015154050NAL0016781219001
EASTERN SMILES OPCO, LLC
Form 5500
FILING_RECEIVED
EASTERN SMILES 401(K) PLAN
401(k) retirement plan
Active participants
390
Accounts w/ balance
467
Plan assets (EOY)
$6.8M
Net assets (EOY)
$6.8M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
95
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (10 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EASTERN SMILES OPCO, LLC.
Plan sponsor
Name
EASTERN SMILES OPCO, LLC
EIN
81-1460037
Address
510 THORNALL STREET · SUITE 230 · EDISON, NJ · 08837
Phone
(732) 841-2216
Industry
Offices of Dentists· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WITHUMSMITH+BROWN, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $7K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING HOLD CO, LLC | 84-4519624 | — | SERVICE PROVIDER | $0 | — |
Investments
1 pooled fund· $0(0% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| VOYA RETIREMENT AND ANNUITY COMPANY VOYA RETIREMENT AND ANNUITY COMPANY · EIN 71-0294708 / PN 001 | Pooled Separate Account | $0 | <0.1% |
Related plans
Other plans using TRANSAMERICA RETIREMENT SOLUTIONS
FORD MOTOR COMPANY
FORD DEFINED CONTRIBUTION PLANS MASTER TRUST
$25.3B
NORTHWELL HEALTH, INC.
NORTHWELL HEALTH 403(B) PLAN
$10.9B · 49,356 participants
THE MOUNT SINAI MEDICAL CENTER
THE MOUNT SINAI MEDICAL CENTER 403(B) RETIREMENT PLAN
$9.5B · 46,304 participants
SAVANNAH RIVER NUCLEAR SOLUTIONS
SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC MASTER TRUST
$3.7B
WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER
WAKE FOREST BAPTIST MEDICAL CENTER 403(B) RETIREMENT SAVINGS PLAN
$3.6B · 21,020 participants
SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC
THE SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC DEFINED CONTRIBUTION PLAN
$2.8B · 9,871 participants
Similar-size Offices of Dentists plans
MIDDLESEX ENDODONTICS, LLC
MIDDLESEX ENDODONTICS, P.C. NEW COMPARABILITY 401(K) PROFIT SHARING PLAN CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST
$6.8M · 15 participants
DR. MICHAEL APA, D.D.S., P.C.
DR. MICHAEL APA, D.D.S., P.C. PROFIT SHARING PLAN
$6.8M · 24 participants
ENDODONTIC ASSOCIATES OF CAPE COD, P.C.
ENDODONTIC ASSOCIATES OF CAPE COD, P.C. PROFIT SHARING PLAN
$6.8M · 9 participants
WILLIAM A. DEYERLE, D.D.S. LTD.
WILLIAM A. DEYERLE, D.D.S., LTD. 401(K) PROFIT SHARING PLAN
$6.8M · 7 participants
RICHARD T. KINGSTON, JR., D.D.S.
RICHARD T. KINGSTON, JR., D.D.S. 401(K) SAVINGS & PROFIT SHARING PLAN
$6.8M · 5 participants
STEPHEN P. KERPER, D.D.S. AND BRAD J. KANE, D.D.S., A PROFESSIONAL CO
STEPHEN P. KERPER, D.D.S. AND BRAD J. KANE, D.D.S., A PROFESSIONAL CORPORATION 401(K) PLAN AND TRUST
$6.8M · 19 participants
Large plans in New Jersey
JPMORGAN CHASE BANK, NATIONAL ASSOCIATION
JPMORGAN CHASE 401(K) SAVINGS PLAN
$52.9B · 185,310 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
PGIM, INC.
PGIM FIXED INCOME GLOBAL LIQUIDITY RELATIVE VALUE MASTER FUND, LTD.
$38.4B
VERIZON COMMUNICATIONS INC.
VERIZON SAVINGS PLAN FOR MANAGEMENT EMPLOYEES
$29.4B · 63,563 participants
JOHNSON AND JOHNSON
JOHNSON AND JOHNSON SAVINGS PLAN TRUST
$24.2B
JOHNSON AND JOHNSON
JOHNSON AND JOHNSON SAVINGS PLAN
$23.6B · 44,280 participants