Back to filter
Original filing (PDF)20250414115356NAL0000761251001
MANUEL A. CHAVEZ, DDS.
Form 5500-SF
FILING_RECEIVED
MANUEL A. CHAVEZ, DDS 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
15
Accounts w/ balance
16
Plan assets (EOY)
$1.5M
Net assets (EOY)
$1.5M
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
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MANUEL A. CHAVEZ, DDS..
Plan sponsor
Name
MANUEL A. CHAVEZ, DDS.
EIN
83-0401374
Address
7135 N CHESTNUT AVE. SUITE 101 · FRESNO, CA · 93720
Phone
(559) 439-2868
Industry
Offices of Dentists· Health Care & Social Assistancesee 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
2025-04-14
Pension benefit codes
2A · Age/service weighted or new comparability
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
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Offices of Dentists plans
PAUL E. VRENON, DDS, PC
DESERT BREEZE DENTAL 401(K) PLAN
$1.5M · 8 participants
KEVIN ALPERSTEIN, DDS
KEVIN ALPERSTEIN, DDS PROFIT SHARING PLAN
$1.5M · 4 participants
THOMAS R SANGIACOMO DMD PC
THOMAS R SANGIACOMO DMD PC 401(K) PROFIT SHARING PLAN & TRUST
$1.5M · 6 participants
JOHN C. SINCLAIR, DDS, PC
JOHN C. SINCLAIR DDS PC DBA COASTAL COSMETIC DENTISTRY 401(K) PROFIT SHARING PLAN
$1.5M · 23 participants
OAKWOOD HILLS FAMILY DENTAL, LLC
OAKWOOD HILLS FAMILY DENTAL, LLC RETIREMENT PLAN
$1.5M · 15 participants
VALERI SACKNOFF DDS, INC.
VALERI SACKNOFF DDS, INC. 401(K) PLAN
$1.5M · 9 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B