Original filing (PDF)20250412220906NAL0015588595049

APEX DENTAL, LLC

Name: APEX DENTAL, LLC — APEX DENTAL 401(K) PLAN, Form 5500 (2024)
Creator: APEX DENTAL, LLC

Form 5500-SF

FILING_RECEIVED

APEX DENTAL 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$148K

Net assets (EOY)

$148K

Plan health score

Above-average plan

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

APEX DENTAL, LLC

EIN

81-4706725

Address

6330 RIVERSIDE PLAZA LANE · SUITE 165 · ALBUQUERQUE, NM · 87120

Phone

(630) 730-9676

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Name

GUIDELINE RK, LLC

EIN

30-1418950

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-12

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)

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

ERIC SEDERS DDS PLLC

ERIC SEDERS DDS PLLC 401(K) PLAN

$148K · 13 participants

CLW DENTAL, PC

BROADWAY DENTAL CO 401(K) PROFIT SHARING PLAN

$148K · 6 participants

JAIN ORTHODONTICS

JAIN ORTHODONTICS CASH BALANCE PLAN

$148K · 6 participants

CHARLES J. INCALCATERRA, D.M.D.

CHARLES J. INCALCATERRA, D.M.D. PROFIT SHARING PLAN

$148K · 1 participants

SMILE SOLUTIONS

SMILE SOLUTIONS 401(K) PLAN

$148K · 8 participants

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.