· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
FORT DODGE ORAL AND MAXILLOFACIAL SURGERY, LLP — FORT DODGE ORAL AND MAXILLOFACIAL SURGERY, LLP 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250820083152NAL0003038561001
FORT DODGE ORAL AND MAXILLOFACIAL SURGERY, LLP
Form 5500-SF
FILING_RECEIVED
FORT DODGE ORAL AND MAXILLOFACIAL SURGERY, LLP 401(K) PLAN
401(k) retirement plan
Active participants
16
Accounts w/ balance
26
Plan assets (EOY)
$5.4M
Net assets (EOY)
$5.4M
Plan health score (directional)
89
/ 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
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
FORT DODGE ORAL AND MAXILLOFACIAL SURGERY, LLP
.
Find decision makers
Plan sponsor
Name
FORT DODGE ORAL AND MAXILLOFACIAL SURGERY, LLP
EIN
82-3610294
Address
804 KENYON RD, STE. 120 · FORT DODGE, IA · 50501
Phone
(515) 576-8727
Industry
Offices of Dentists
· Health Care & Social Assistance
see all
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
2025-08-20
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Dentists plans
DANIEL F. HASKINS, DDS PC
DANIEL F. HASKINS DDS PC 401K AND PROFIT SHARING PLAN
$5.4M · 8 participants
COSMETIC & RESTORATIVE FAMILY DENTISTRY
COSMETIC & RESTORATIVE FAMILY DENTISTRY PROFIT SHARING PLAN
$5.4M · 8 participants
CHESAPEAKE PEDIATRIC DENTAL GROUP LLC
CPDG 401(K) PLAN AND TRUST
$5.4M · 40 participants
INDIA HOOK DENTAL CARE
INDIA HOOK DENTAL RETIREMENT PLAN & TRUST
$5.4M · 24 participants
PEDIATRIC DENTISTRY OF CENTRAL FLORIDA LLP
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF PEDIATRIC DENTISTRY OF CENTRAL FLORIDA LLP
$5.4M · 22 participants
LAURIE MANTHOS, DMD
DR. MANTHOS 401(K) SAFE HARBOR PROFIT SHARING PLAN
$5.4M · 7 participants
Large plans in Iowa
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL LARGECAP S&P 500 INDEX SEPARATE ACCOUNT M
$43.4B
TRANSAMERICA RETIREMENT SOLUTIONS CORPORATION
TRANSAMERICA RETIREMENT SOLUTIONS COLLECTIVE TRUST
$13.7B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL BOND MARKET INDEX SEPARATE ACCOUNT
$12.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL U.S. PROPERTY SEPARATE ACCOUNT
$7.7B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL MIDCAP S&P 400 INDEX SEPARATE ACCOUNT M
$5.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL SMALLCAP S&P 600 INDEX SEPARATE ACCOUNT M
$5.4B
