How big is Light Wave Dental Management, LLC's plan?

Light Wave Dental Management, LLC's plan reported $53.7M in assets and 1,736 participants for 2024.

Original filing (PDF)20251014165010NAL0003327377001

Light Wave Dental Management, LLC

Name: Light Wave Dental Management, LLC — Lightwave Dental, Form 5500 (2024)
Creator: Light Wave Dental Management, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Lightwave Dental Retirement Plan

Defined-contribution retirement plan · Light Wave Dental Management, LLC's Lightwave Dental Retirement Plan held $53.7M in plan assets for 1,736 participants in 2024, with Empower as recordkeeper.

Active participants

1,736

Accounts w/ balance

1,086

Plan assets (EOY)

$53.7M

Net assets (EOY)

$53.7M

People on this filing

Plan Sponsor signed Light Wave Dental Management, LLC's 2024 Form 5500 as plan administrator.

Plan Sponsor — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Light Wave Dental Management, LLC's EIN is 81-4033101.

EIN 81-4033101

Plan number 001

Plan year 2024

ACK ID 20251014165010NAL0003327377001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Light Wave Dental Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Light Wave Dental Management, LLC's plan includes a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LIGHT WAVE DENTAL MANAGEMENT, LLC.

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How this plan invests

This plan

33 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (22nd percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (6th percentile).

Plan sponsor

Name

LIGHT WAVE DENTAL MANAGEMENT, LLC

EIN

all filings

Address

13580 GROUPE DR STE 305 · WOODBRIDGE, VA · 22192

Phone

(571) 989-8089

Industry

Offices of Dentists· Health Care & Social Assistance

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

2025-10-14

Pension benefit codes

2G · Total participant-directed accounts

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

HBME, LLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$87K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MERRILL LYNCH PIERCE FENNER & SMITH	—	PENNINGTON, NJ	INVESTMENT ADVISOR	$90K	—

Investments

33 direct securities· $53.7M(100% of reported assets)

Mutual Funds

$40.8M

24 holdings

Common Collective Trusts

$7.6M

1 holding

Other securities

$4.6M

7 holdings

Bonds / Notes

$747K

1 holding

					% of plan
FIDELITY 500 INDEX Mutual Fund N/A	Common Collective Trusts	—	—	$7.6M	14.1%
AMERICAN FUNDS 2050 TRGT DATE RETIRE R6 Mutual Fund N/A	Mutual Funds	—	—	$7.3M	13.5%
AMERICAN FUNDS 2045 TRGT DATE RETIRE R6 Mutual Fund N/A	Mutual Funds	—	—	$6.2M	11.5%
AMERICAN FUNDS 2055 TRGT DATE RETIRE R6 Mutual Fund N/A	Mutual Funds	—	—	$5.4M	10.1%
AMERICAN FUNDS 2040 TRGT DATE RETIRE R6 Mutual Fund N/A	Mutual Funds	—	—	$4.6M	8.5%
AMERICAN FUNDS 2035 TRGT DATE RETIRE R6 Mutual Fund N/A	Mutual Funds	—	—	$4.1M	7.7%
JPMORGAN LARGE CAP GROWTH R6 Mutual Fund N/A	Other securities	—	—	$2.3M	4.2%
AMERICAN FUNDS 2065 TRGT DATE RETIRE R6 Mutual Fund N/A	Mutual Funds	—	—	$2.1M	3.9%
AMERICAN FUNDS 2025 TRGT DATE RETIRE R6 Mutual Fund N/A	Mutual Funds	—	—	$2.0M	3.7%
AMERICAN FUNDS 2030 TRGT DATE RETIRE R6 Mutual Fund N/A	Mutual Funds	—	—	$1.9M	3.5%
AMERICAN FUNDS 2060 TRGT DATE RETIRE R6 Mutual Fund N/A	Mutual Funds	—	—	$1.4M	2.7%
PUTNAM LARGE CAP VALUE R6 Mutual Fund N/A	Mutual Funds	—	—	$908K	1.7%
FIDELITY SMALL CAP INDEX Mutual Fund N/A	Mutual Funds	—	—	$796K	1.5%
EI FIXED ACCOUNT - SERIES CLASS I Fixed Annuities N/A	Other securities	—	—	$787K	1.5%
Participant Loans Rates - 4.25 to 9.5%	Bonds / Notes	—	—	$747K	1.4%
FIDELITY INTERNATIONAL INDEX Mutual Fund N/A	Mutual Funds	—	—	$731K	1.4%
FIDELITY MID CAP INDEX Mutual Fund N/A	Mutual Funds	—	—	$714K	1.3%
FIRST EAGLE GLOBAL R6 Mutual Fund N/A	Other securities	—	—	$637K	1.2%
AMERICAN FUNDS 2020 TRGT DATE RETIRE R6 Mutual Fund N/A	Mutual Funds	—	—	$635K	1.2%
AMERICAN FUNDS NEW PERSPECTIVE R6 Mutual Fund N/A	Mutual Funds	—	—	$374K	0.7%
AMERICAN FUNDS BOND FUND OF AMERICA R6 Mutual Fund N/A	Mutual Funds	—	—	$370K	0.7%
AMERICAN FUNDS NEW WORLD R6 Mutual Fund N/A	Mutual Funds	—	—	$367K	0.7%
PRINCIPAL REAL ESTATE SECURITIES FD R-6 Mutual Fund N/A	Other securities	—	—	$331K	0.6%
MFS INTERNATIONAL GROWTH R6 Mutual Fund N/A	Mutual Funds	—	—	$283K	0.5%
BLACKROCK MID-CAP GROWTH EQUITY K Mutual Fund N/A	Other securities	—	—	$272K	0.5%
MFS MID CAP VALUE R6 Mutual Fund N/A	Mutual Funds	—	—	$257K	0.5%
BLACKROCK HIGH YIELD BOND PORTFOLIO K Mutual Fund N/A	Other securities	—	—	$174K	0.3%
AMERICAN FUNDS 2015 TRGT DATE RETIRE R6 Mutual Fund N/A	Mutual Funds	—	—	$170K	0.3%
INVESCO DISCOVERY R6 Mutual Fund N/A	Mutual Funds	—	—	$145K	0.3%
FIDELITY US BOND INDEX Mutual Fund N/A	Mutual Funds	—	—	$132K	0.2%
UNDISCOVERED MGRS BEHAVIORAL VALUE R6 Mutual Fund N/A	Other securities	—	—	$121K	0.2%
AMERICAN FUNDS 2010 TRGT DATE RETIRE R6 Mutual Fund N/A	Mutual Funds	—	—	$23K	<0.1%
JANUS HENDERSON GLOBAL EQUITY INCOME N Mutual Fund N/A	Mutual Funds	—	—	$6K	<0.1%