Back to filter
Original filing (PDF)20260318103035NAL0003800195001
GUARDIAN DENTISTRY PRACTICE MANAGEMENT LLC
Form 5500
FILING_RECEIVED
GUARDIAN DENTISTRY PRACTICE MANAGEMENT LLC 401(K) PLAN AND TRUST
401(k) retirement plan
Signals · 1
Late filing · 4.1 mo
Active participants
2,086
Accounts w/ balance
1,603
Plan assets (EOY)
$45.9M
Net assets (EOY)
$45.9M
How this plan invests
This plan
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
84
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Filed 4.1 months past the 10.5-month grace window.
Helping the score
- Below-peer total fees (11 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GUARDIAN DENTISTRY PRACTICE MANAGEMENT LLC.
Plan sponsor
Name
GUARDIAN DENTISTRY PRACTICE MANAGEMENT LLC
EIN
83-3074236
Address
703 WATERFORD WAY #490 · MIAMI, FL · 33126
Phone
(954) 270-6750
Industry
All Other Professional Services· Professional & Technical Servicessee 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
2026-03-18
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ZOMMA GROUP LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $29K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | 13-2638166 | — | ADVISOR | $8K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ZOMMA GROUP LLP | 65-0715836 | — | ACCOUNTANT/AUDITOR | $15K | — |
Investments
31 direct securities· $44.5M(97% of reported assets)
Uncategorized
$44.4M
30 holdings
Mutual Funds
$16K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Management Trust Company Fidelity 500 Index Fund | — | — | — | $7.3M | 15.8% | |
| Fidelity Management Trust Company Fidelity Freedom Index 2040 Fund Investor Class | — | — | — | $5.6M | 12.2% | |
| Fidelity Management Trust Company Fidelity Freedom Index 2030 Fund Investor Class | — | — | — | $5.3M | 11.4% | |
| Fidelity Management Trust Company Fidelity Freedom Index 2050 Fund Investor Class | — | — | — | $4.6M | 10.0% | |
| Fidelity Management Trust Company Fidelity Freedom Index 2035 Fund Investor Class | — | — | — | $4.5M | 9.7% | |
| Fidelity Management Trust Company Fidelity Freedom Index 2055 Fund Investor Class | — | — | — | $3.2M | 7.0% | |
| Fidelity Management Trust Company Fidelity Freedom Index 2045 Fund Investor Class | — | — | — | $2.4M | 5.2% | |
| Fidelity Management Trust Company Vanguard Balanced Index Fund Admiral Shares | — | — | — | $1.9M | 4.2% | |
| Fidelity Management Trust Company Fidelity Freedom Index 2060 Fund Investor Class | — | — | — | $1.9M | 4.1% | |
| Fidelity Management Trust Company Vanguard Small Cap Value Index Fund Admiral Shares | — | — | — | $1.0M | 2.3% | |
| Fidelity Management Trust Company Vanguard Mid-Cap Value Index Fund Admiral Shares | — | — | — | $951K | 2.1% | |
| Fidelity Management Trust Company Vanguard Emerging Markets Stock Index Fund Admiral Shares | — | — | — | $899K | 2.0% | |
| Fidelity Management Trust Company Fidelity Freedom Index 2025 Fund Investor Class | — | — | — | $828K | 1.8% | |
| Money market fund * Fidelity Management Trust Company Vanguard Treasury Money Market Fund Investor Shares | — | — | — | $714K | 1.6% | |
| Fidelity Management Trust Company Vanguard International Growth Fund Investor Shares | — | — | — | $684K | 1.5% | |
| Fidelity Management Trust Company Fidelity Freedom Index 2065 Fund Investor Class | — | — | — | $592K | 1.3% | |
| Fidelity Management Trust Company Fidelity Freedom Index 2020 Fund Investor Class | — | — | — | $423K | 0.9% | |
| Fidelity Management Trust Company Vanguard Global Capital Cycles Fund Investor Shares | — | — | — | $391K | 0.9% | |
| Fidelity Management Trust Company Vanguard Intermediate-Term Bond Index Fund Admiral Shares | — | — | — | $251K | 0.5% | |
| Fidelity Management Trust Company Fidelity Freedom Index 2070 Fund Investor Class 94 * Fidelity Management Trust Company JPMorgan Large Cap Growth Fund Class R6 | — | — | — | $240K | 0.5% | |
| Fidelity Management Trust Company Vanguard Real Estate Index Fund Admiral Shares | — | — | — | $181K | 0.4% | |
| Fidelity Management Trust Company TCW MetWest Total Return Bond Fund Class I | — | — | — | $175K | 0.4% | |
| Fidelity Management Trust Company Fidelity Freedom Index Retirement Fund Investor Class | — | — | — | $168K | 0.4% | |
| Fidelity Management Trust Company Vanguard Energy Fund Admiral Shares | — | — | — | $132K | 0.3% | |
| Fidelity Management Trust Company T. Rowe Price Large-Cap Growth Fund I Class | — | — | — | $39K | <0.1% | |
| Fidelity Management Trust Company Vanguard Short-Term Treasury Fund Admiral Shares | — | — | — | $34K | <0.1% | |
| Fidelity Management Trust Company Vanguard LifeStrategy Conservative Growth Fund Investor Shares | — | — | — | $31K | <0.1% | |
| Fidelity Management Trust Company Vanguard Inflation-Protected Securities Fund Investor Shares | — | — | — | $29K | <0.1% | |
| s * Fidelity Management Trust Company Dodge & Cox Stock Fund Class I | Mutual Funds | — | — | $16K | <0.1% | |
| Fidelity Management Trust Company Fidelity Freedom Index 2015 Fund Investor Class | — | — | — | $12K | <0.1% | |
| Fidelity Management Trust Company Fidelity Freedom Index 2010 Fund Investor Class | — | — | — | $2K | <0.1% |
Related plans
Other plans using FIDELITY INVESTMENTS INSTITUTIONAL
KAISER PERMANENTE MEDICAL CARE PROGRAM
KAISER PERMANENTE GROUP TRUST
$66.6B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
Similar-size All Other Professional Services plans
CANAL HR, INC.
CANAL HR, INC. QUALIFIED RETIREMENT PLAN
$45.9M · 885 participants
SOLUTIONPOINT INTERNATIONAL, INC.
SOLUTIONPOINT 401(K) PLAN
$45.9M · 226 participants
ACCUWEATHER, INC.
ACCUWEATHER 401(K) PLAN
$45.9M · 387 participants
OMADA HEALTH, INC.
OMADA HEALTH RETIREMENT PLAN
$45.8M · 795 participants
ACDI/VOCA
ACDI/VOCA 401(K) RETIREMENT PLAN
$46.0M · 178 participants
DUDEK
DUDEK EMPLOYEE STOCK OWNERSHIP PLAN
$45.5M · 525 participants
Large plans in Florida
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN
$16.3B · 41,945 participants
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN MASTER TRUST
$16.2B
PUBLIX SUPER MARKETS, INC.
PUBLIX SUPER MARKETS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST
$14.3B · 156,344 participants
PWC US GROUP LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PWC
$13.2B · 49,697 participants
ADP TOTALSOURCE GROUP, INC.
ADP TOTALSOURCE RETIREMENT SAVINGS PLAN
$9.2B · 299,514 participants
PRICEWATERHOUSECOOPERS LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PRICEWATERCOOPERS LLP
$9.1B · 50,893 participants