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Original filing (PDF)20251015085939NAL0002052547001
OIS MANAGEMENT SERVICES, LLC D/B/A PARADIGM ORAL HEALTH
Form 5500
FILING_RECEIVED
PARADIGM ORAL HEALTH 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
1,800
Accounts w/ balance
1,113
Plan assets (EOY)
$46.1M
Net assets (EOY)
$46.1M
Plan health score (directional)
92
/ 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
100
Vendor stack
100
Participation health
80
Knocking points off
- 62% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (16 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OIS MANAGEMENT SERVICES, LLC D/B/A PARADIGM ORAL HEALTH.
Plan sponsor
Name
OIS MANAGEMENT SERVICES, LLC D/B/A PARADIGM ORAL HEALTH
EIN
83-4600504
Address
2600 SOUTH 56TH STREET · LINCOLN, NE · 68506
Phone
(402) 327-9400
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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
LUTZ AND COMPANY, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INST OP CO LLC | 04-2647786 | — | RECORDKEEPER | $36K | — |
Advisor / Consultant
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANT RETIREMENT SERVICES | 33-0785439 | — | ADVISOR | $26K | — |
| RBC CAPITAL MARKETS LLC | 41-1416330 | — | INVESTMENT ADVISOR | $12K | — |
| STRATEGIC ADVISORS INC | 04-2654524 | — | ADVISOR | $344 | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.