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Original filing (PDF)20250929084350NAL0010657361001
OPERATION DENTAL, LLC
Form 5500
FILING_RECEIVED
OPERATION DENTAL, LLC RETIREMENT PLAN
401(k) retirement plan
Signals · 2
38% in single holdingNo recordkeeper disclosed
Active participants
128
Accounts w/ balance
112
Plan assets (EOY)
$2.6M
Net assets (EOY)
$2.6M
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 (directional)
88
/ 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
81
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "American Funds The Growth Fund of America - R2 Fund" is 38% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OPERATION DENTAL, LLC.
Plan sponsor
Name
OPERATION DENTAL, LLC
EIN
83-0968608
Address
3221 CONWAY RD, SUITE D · ORLANDO, FL · 32812
Phone
(407) 487-9188
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
2025-09-29
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 reportedInvestments
27 direct securities· $2.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds The Growth Fund of America - R2 Fund | — | — | — | $973K | 37.9% | |
| American Funds American Balanced Fund - R2 | — | — | — | $234K | 9.1% | |
| American Funds American Funds 2055 Target Date - R2 Fund | — | — | — | $232K | 9.1% | |
| American Funds American Funds 2050 Target Date - R2 Fund | — | — | — | $231K | 9.0% | |
| American Funds The Investment Company of America - R2 Fund | — | — | — | $96K | 3.7% | |
| American Funds Growth and Income Portfolio - R2 Fund | — | — | — | $85K | 3.3% | |
| American Funds American Funds 2040 Target Date - R2 Fund | — | — | — | $73K | 2.8% | |
| American Funds Fundamental Investors - R2 Fund | — | — | — | $70K | 2.7% | |
| American Funds Washington Mutual Investors Fund - R2 | — | — | — | $68K | 2.6% | |
| American Funds American Mutual Fund - R2 | — | — | — | $65K | 2.5% | |
| American Funds Rtmt Income Portfolio Enhanced - R2 Fund | — | — | — | $60K | 2.3% | |
| American Funds American Funds 2045 Target Date - R2 Fund | — | — | — | $58K | 2.2% | |
| American Funds American Funds 2060 Target Date - R2 Fund | — | — | — | $38K | 1.5% | |
| American Funds American Funds 2025 Target Date - R2 Fund | — | — | — | $37K | 1.5% | |
| American Funds American Funds 2065 Target Date - R2 Fund | — | — | — | $37K | 1.5% | |
| American Funds American Funds 2035 Target Date - R2 Fund | — | — | — | $35K | 1.4% | |
| American Funds Global Balanced Fund - R2 | — | — | — | $33K | 1.3% | |
| American Funds Amcap Fund - R2 | — | — | — | $21K | 0.8% | |
| American Funds Corporate Bond Fund - R2 | — | — | — | $21K | 0.8% | |
| American Funds The Income Fund of America - R2 Fund | — | — | — | $21K | 0.8% | |
| American Funds Capital Income Builder - R2 Fund | — | — | — | $19K | 0.7% | |
| American Funds American High-Income Trust - R2 Fund | — | — | — | $17K | 0.7% | |
| American Funds American Funds 2030 Target Date - R2 Fund | — | — | — | $15K | 0.6% | |
| American Funds The New Economy Fund - R2 | — | — | — | $13K | 0.5% | |
| American Funds New World Fund - R2 Fund | — | — | — | $9K | 0.3% | |
| American Funds AF U.S. Government Money Market - R2 Fund | — | — | — | $4K | 0.1% | |
| American Funds Short-Term Bond Fund of America - R2 Fund | — | — | — | $1K | <0.1% |
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