Back to filter
Original filing (PDF)20250707094142NAL0003081025001
MARK H. WRIGHT, D.D.S., P.C.
Form 5500-SF
FILING_RECEIVED
MARK H. WRIGHT D.D.S., P.C. 401(K) PLAN
401(k) retirement plan
Active participants
6
Accounts w/ balance
7
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
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
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MARK H. WRIGHT, D.D.S., P.C..
Plan sponsor
Name
MARK H. WRIGHT, D.D.S., P.C.
EIN
84-1422042
Address
930 N CEDAR ST. · COLORADO SPRINGS, CO · 80903
Phone
(719) 635-1622
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
2025-07-07
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Offices of Dentists plans
DOUGLAS ENRIQUE MELGAR, D.D.S., INC.
DOUGLAS ENRIQUE MELGAR, D.D.S., INC. RETIREMENT PLAN
$1.2M · 4 participants
HAL SOLOMON DDS LLC
HAL SOLOMON DDS LLC 401(K) PROFIT SHARING PLAN
$1.2M · 8 participants
STEVEN TAM, DMD, PC
STEVEN TAM, DMD, PC PENSION PLAN
$1.2M · 2 participants
JING-JING QIAN, D.D.S., INC.
JING-JING QIAN, D.D.S., INC. 401(K) SAFE HARBOR PROFIT SHARING PLAN
$1.2M · 6 participants
CAMIE G. DAVIS, D.D.S., P.C.
CAMIE G. DAVIS, D.D.S., P.C. RETIREMENT PLAN & TRUST
$1.2M · 8 participants
PETER R. BROWN, DMD, LLC
PETER R. BROWN, DMD, LLC 401(K) PROFIT SHARING PLAN
$1.2M · 8 participants
Large plans in Colorado
EMPOWER ANNUITY INSURANCE COMPANY
LARGE CAP GROWTH JPMORGAN INVESTMENT MANAGEMENT FUND (SALC2)
$6.0B
DAVITA INC.
DAVITA RETIREMENT SAVINGS PLAN
$3.8B · 56,918 participants
EMPOWER ANNUITY INSURANCE COMPANY
LARGE CAP GROWTH JENNISON FUND (SALG6)
$3.6B
EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA
FUTUREFUNDS SERIES ACCOUNT II OF GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY
$3.6B
EMPOWER ANNUITY INSURANCE COMPANY
BLACKROCK S&P INDEX FUND (SA4CJ)
$3.4B
EMPOWER ANNUITY INSURANCE COMPANY
CORE PLUS BOND PGIM FUND (SACPP)
$3.0B