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Original filing (PDF)20251015144917NAL0002480851001
DENTAL CARE ALLIANCE
Form 5500
FILING_RECEIVED
DENTAL CARE ALLIANCE GROUP 401(K) PLAN
401(k) retirement plan
Signals · 2
28% in single holdingNo recordkeeper disclosed
Active participants
1,191
Accounts w/ balance
1,076
Plan assets (EOY)
$51.0M
Net assets (EOY)
$51.0M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
86
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Fidelity 500 Index Fund Registered Investment Company" is 28% of plan.
- 28 bps in Schedule C fees — 76% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DENTAL CARE ALLIANCE.
Plan sponsor
Name
DENTAL CARE ALLIANCE
EIN
82-0580763
Address
6240 LAKE OSPREY DRIVE · SARASOTA, FL · 34240
Phone
(941) 364-7550
Industry
Offices of Dentists· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
ASSURANCE DIMENSIONS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $144K | — |
| WORLD INVESTMENT ADVISORS, LLC | 61-1758632 | — | SERVICE PROVIDER | $0 | — |
Investments
28 direct securities· $50.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Registered Investment Company | — | — | — | $14.5M | 28.4% | |
| BlkRck LifePath Ind Ret Fd K Registered Investment Company | — | — | — | $5.6M | 11.0% | |
| Vangrd Tot St Mkt Indx Fd Ins Registered Investment Company | — | — | — | $3.7M | 7.3% | |
| BlkRck LifePath Ind 2035 Fd K Registered Investment Company | — | — | — | $3.6M | 7.1% | |
| BlkRck LifePath Ind 2050 Fd K Registered Investment Company | — | — | — | $3.4M | 6.7% | |
| BlkRck LifePath Ind 2055 Fd K Registered Investment Company | — | — | — | $2.5M | 5.0% | |
| Vangrd Ext Mkt Index Fnd Ins Registered Investment Company | — | — | — | $2.1M | 4.2% | |
| party date,rate of interest, collateral, par, or maturity date BlkRck LifePath Ind 2030 Fd K Registered Investment Company | — | — | — | $1.9M | 3.7% | |
| BlkRck LifePath Ind 2045 Fd K Registered Investment Company | — | — | — | $1.5M | 3.0% | |
| BlkRck LifePath Ind 2040 Fd K Registered Investment Company | — | — | — | $1.4M | 2.8% | |
| Vngrd Ttl Wld Stk Indx Fd Adm Registered Investment Company | — | — | — | $1.3M | 2.6% | |
| Vangrd Tot Bd Mkt Ind Fd Adm Registered Investment Company | — | — | — | $1.1M | 2.1% | |
| BlkRck LifePath Ind 2060 Fd K Registered Investment Company | — | — | — | $1.0M | 2.1% | |
| Vangrd Tot Int Stk In F Adm Registered Investment Company | — | — | — | $941K | 1.8% | |
| Vangrd Balanced Index Fnd Adm Registered Investment Company | — | — | — | $858K | 1.7% | |
| Vangrd Federal Mny Mkt Fd Inv Registered Investment Company | — | — | — | $765K | 1.5% | |
| Voya Fixed Account (4062) Insurance Company General Account | — | — | — | $722K | 1.4% | |
| Vangrd Em Mkts Stk Ind Fd Adm Registered Investment Company | — | — | — | $649K | 1.3% | |
| Vangrd Dev Mkts Index Fd Adm Registered Investment Company | — | — | — | $563K | 1.1% | |
| BlkRck LifePath Ind 2065 Fd K Registered Investment Company | — | — | — | $529K | 1.0% | |
| DFA Real Estate Secs Port Ins Registered Investment Company | — | — | — | $448K | 0.9% | |
| Vangrd Int-Trm Bd Indx Fd Adm Registered Investment Company | — | — | — | $420K | 0.8% | |
| Vangrd High-Yd Corp Fnd Adm Registered Investment Company | — | — | — | $297K | 0.6% | |
| Vangrd St-Trm Bd Indx Fnd Adm Registered Investment Company | — | — | — | $295K | 0.6% | |
| Loan Fund Participant Loans - Rates 4.25% to 9.50% | — | — | — | $251K | 0.5% | |
| Vanguard Comm Strategy Fd Adm Registered Investment Company | — | — | — | $153K | 0.3% | |
| DFA Global Real Est Sec Pt Ins Registered Investment Company | — | — | — | $150K | 0.3% | |
| Vangrd FTSE AWd exUS SC In Adm Registered Investment Company | — | — | — | $82K | 0.2% |