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Original filing (PDF)20250801015225NAL0006731441028
OVERJET
Form 5500
FILING_RECEIVED
OVERJET 401(K) PLAN
401(k) retirement plan
Signals · 2
42% in single holdingNo recordkeeper disclosed
Active participants
134
Accounts w/ balance
175
Plan assets (EOY)
$5.7M
Net assets (EOY)
$5.7M
How this plan invests
This plan
26 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
79
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Vanguard Group Total Stock Index Admiral Class Mutual Fund" is 42% 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 OVERJET.
Plan sponsor
Name
OVERJET
EIN
83-1702679
Address
2093 PHILADELPHIA PIKE #1338 · CLAYMONT, DE · 19703
Phone
(617) 949-0380
Industry
Offices of Dentists· Health Care & Social Assistancesee all
Plan administrator
Name
GUIDELINE RK, LLC
EIN
30-1418950
City
BURLINGAME, CA
Phone
(888) 228-3491
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-01
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PENSION ASSURANCE
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
26 direct securities· $5.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Group Total Stock Index Admiral Class Mutual Fund | — | — | — | $2.4M | 41.7% | |
| Vanguard Funds Developed Markets Index Admiral Mutual Fund | — | — | — | $900K | 15.8% | |
| Vanguard Group Bond Index Admiral Class Mutual Fund | — | — | — | $573K | 10.1% | |
| Vanguard Emerging Markets Stock Admiral Class Mutual Fund | — | — | — | $459K | 8.1% | |
| Vanguard Group Index 500 Admiral Mutual Fund | — | — | — | $362K | 6.4% | |
| Vanguard Group Growth Index Admiral Mutual Fund | — | — | — | $318K | 5.6% | |
| Vanguard Specialized DIV REIT Index Fund Admiral Shares Mutual Fund | — | — | — | $234K | 4.1% | |
| Vanguard Funds Total International Bond Index Mutual Fund | — | — | — | $194K | 3.4% | |
| Participant Loans to participants, bearing interest from 9.0% to 9.5% | — | — | — | $51K | 0.9% | |
| Vanguard Group Extended Market Index Mutual Fund | — | — | — | $44K | 0.8% | |
| Vanguard Group Mid Cap Index Admiral Mutual Fund | — | — | — | $42K | 0.7% | |
| Vanguard Small-Cap Index Fund Admiral Mutual Fund | — | — | — | $25K | 0.4% | |
| Vanguard Short-Term Inflation Protected Securities Index Admiral Mutual Fund | — | — | — | $24K | 0.4% | |
| Vanguard Specialized DIV Dividend Appreciation Index Admiral Mutual Fund ** 233 Vanguard Group Small Cap Value Index Admiral Mutual Fund | — | — | — | $23K | 0.4% | |
| Vanguard Group Reserve Federal Money Market Fund Mutual Fund | — | — | — | $17K | 0.3% | |
| Vanguard Group Mid-Cap Value Index Fund Admiral Mutual Fund | — | — | — | $10K | 0.2% | |
| Vanguard Health Care Index Admiral Mutual Fund | — | — | — | $9K | 0.2% | |
| Vanguard Energy Index Admiral Mutual Fund | — | — | — | $6K | 0.1% | |
| Vanguard Group Value Index Admiral Mutual Fund | — | — | — | $5K | <0.1% | |
| Vanguard Information Technology Index Admiral Mutual Fund | — | — | — | $3K | <0.1% | |
| Vanguard Group Total Institutional Stock Index Admiral Mutual Fund | — | — | — | $1K | <0.1% | |
| Vanguard Total International Equity Index Mutual Fund | — | — | — | $1K | <0.1% | |
| Vanguard Communication Services Index Fund Admiral Mutual Fund | — | — | — | $1K | <0.1% | |
| Vanguard Financials Index Fund Admiral Mutual Fund | — | — | — | $1K | <0.1% | |
| Vanguard Industrials Index Fund Admiral Mutual Fund | — | — | — | $1K | <0.1% | |
| Vanguard Materials Index Admiral Mutual Fund | — | — | — | $1K | <0.1% |