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DICICCIO FREEMAN ORTHODONTICS — DICICCIO FREEMAN ORTHODONTICS 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251001140837NAL0031802962001
DICICCIO FREEMAN ORTHODONTICS
Form 5500-SF
FILING_RECEIVED
DICICCIO FREEMAN ORTHODONTICS 401(K) PLAN
401(k) retirement plan
Active participants
20
Accounts w/ balance
24
Plan assets (EOY)
$4.2M
Net assets (EOY)
$4.2M
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
DICICCIO FREEMAN ORTHODONTICS
.
Find decision makers
Plan sponsor
Name
DICICCIO FREEMAN ORTHODONTICS
EIN
83-4201876
Address
2127 HERNDON AVENUE SUITE 101 · CLOVIS, CA · 93611
Phone
(559) 325-3300
Industry
Offices of Dentists
· Health Care & Social Assistance
see 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
2025-10-01
Pension benefit codes
2R · Participant-directed brokerage (SDBA)
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Dentists plans
ADVANCED ENDODONTICS OF CONNECTICUT, P.C.
ADVANCED ENDODONTICS OF CONNECTICUT, PC 401(K) PROFIT SHARING PLAN
$4.2M · 11 participants
RUSSELL DENTAL GROUP, P.C.
RUSSELL DENTAL GROUP, P. C. 401(K) PLAN
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PALM BEACH ENDODONTICS, P.A.
PALM BEACH ENDODONTICS, P.A. 401(K) PROFIT SHARING PLAN & TRUST
$4.2M · 11 participants
MARK L ZAMAT DDS., LLC
MARK L ZAMAT DDS., LLC PROFIT SHARING PLAN
$4.2M · 4 participants
CRAIG GOODMAN, DDS
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
CRAIG GOODMAN, DDS 401(K) PROFIT SHARING PLAN
$4.2M · 1 participants
MASUNAGA DENTAL GROUP, INC.
MASUNAGA DENTAL GROUP, INC. 401(K) PROFIT SHARING PLAN
$4.2M · 7 participants
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BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
