How big is Operation Dental, LLC's plan?

Operation Dental, LLC's plan reported $2.6M in assets and 128 participants for 2024.

Original filing (PDF)20250929084350NAL0010657361001

Operation Dental, LLC

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

Form 5500

FILING_RECEIVED

Operation Dental, LLC Retirement Plan

401(k) retirement plan · Operation Dental, LLC's Operation Dental, LLC Retirement Plan held $2.6M in plan assets for 128 participants in 2024.

Signals · 3

Possibly inadequate fidelity bond38% in single holdingNo recordkeeper disclosed

Active participants

128

Accounts w/ balance

112

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

Plan identifiers

Operation Dental, LLC's EIN is 83-0968608.

EIN 83-0968608

Plan number 001

Plan year 2024

ACK ID 20250929084350NAL0010657361001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Operation Dental, LLC's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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How this plan invests

This plan

27 securities

funds · stocks · CUSIPs

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

Plan health score

Top-tier plan health

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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Fidelity bond appears below the 10%-of-assets requirement.

Helping the score

Below-peer total plan cost (89th percentile).

Plan sponsor

Name

OPERATION DENTAL, LLC

EIN

all filings

Address

3221 CONWAY RD, SUITE D · ORLANDO, FL · 32812

Phone

(407) 487-9188

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

2025-09-29

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

SAS ASSURANCE

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

27 direct securities· $2.6M(100% of reported assets)

					% of plan
American Funds The Growth Fund of America - R2 Fund	Mutual Funds	—	—	$973K	37.9%
American Funds American Balanced Fund - R2	Mutual Funds	—	—	$234K	9.1%
American Funds American Funds 2055 Target Date - R2 Fund	Mutual Funds	—	—	$232K	9.1%
American Funds American Funds 2050 Target Date - R2 Fund	Mutual Funds	—	—	$231K	9.0%
American Funds The Investment Company of America - R2 Fund	Mutual Funds	—	—	$96K	3.7%
American Funds Growth and Income Portfolio - R2 Fund	Mutual Funds	—	—	$85K	3.3%
American Funds American Funds 2040 Target Date - R2 Fund	Mutual Funds	—	—	$73K	2.8%
American Funds Fundamental Investors - R2 Fund	Mutual Funds	—	—	$70K	2.7%
American Funds Washington Mutual Investors Fund - R2	Mutual Funds	—	—	$68K	2.6%
American Funds American Mutual Fund - R2	Mutual Funds	—	—	$65K	2.5%
American Funds Rtmt Income Portfolio Enhanced - R2 Fund	Mutual Funds	—	—	$60K	2.3%
American Funds American Funds 2045 Target Date - R2 Fund	Mutual Funds	—	—	$58K	2.2%
American Funds American Funds 2060 Target Date - R2 Fund	Mutual Funds	—	—	$38K	1.5%
American Funds American Funds 2025 Target Date - R2 Fund	Mutual Funds	—	—	$37K	1.5%
American Funds American Funds 2065 Target Date - R2 Fund	Mutual Funds	—	—	$37K	1.5%
American Funds American Funds 2035 Target Date - R2 Fund	Mutual Funds	—	—	$35K	1.4%
American Funds Global Balanced Fund - R2	Mutual Funds	—	—	$33K	1.3%
American Funds Amcap Fund - R2	Mutual Funds	—	—	$21K	0.8%
American Funds Corporate Bond Fund - R2	Mutual Funds	—	—	$21K	0.8%
American Funds The Income Fund of America - R2 Fund	Mutual Funds	—	—	$21K	0.8%
American Funds Capital Income Builder - R2 Fund	Mutual Funds	—	—	$19K	0.7%
American Funds American High-Income Trust - R2 Fund	Mutual Funds	—	—	$17K	0.7%
American Funds American Funds 2030 Target Date - R2 Fund	Mutual Funds	—	—	$15K	0.6%
American Funds The New Economy Fund - R2	Mutual Funds	—	—	$13K	0.5%
American Funds New World Fund - R2 Fund	Mutual Funds	—	—	$9K	0.3%
American Funds AF U.S. Government Money Market - R2 Fund	Mutual Funds	—	—	$4K	0.1%
American Funds Short-Term Bond Fund of America - R2 Fund	Mutual Funds	—	—	$1K	<0.1%