Back to filter
Original filing (PDF)20241010090340NAL0020724017001
GEOFF R. ENGELHARDT D.D.S. P.C.
Form 5500-SF
FILING_RECEIVED
GEOFF R. ENGELHARDT D.D.S. P.C. 401K PLAN
401(k) retirement plan
Active participants
13
Accounts w/ balance
17
Plan assets (EOY)
$2.8M
Net assets (EOY)
$2.8M
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 GEOFF R. ENGELHARDT D.D.S. P.C..
Plan sponsor
Name
GEOFF R. ENGELHARDT D.D.S. P.C.
EIN
84-1547232
Address
1136 E STUART STREET · BUILDING 4 SUITE 104 · FORT COLLINS, CO · 80525
Phone
(970) 215-6517
Industry
Offices of Dentists· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-10-10
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
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
MONICA PONCE DDS, PC DBA DELICATE DENTAL
DELICATE DENTAL RETIREMENT SAVINGS PLAN
$2.8M · 11 participants
GEBFERT-PARK FAMILY DENTISTRY, P.C.
GEBFERT-PARK FAMILY DENTISTRY PC PROFIT SHARING PLAN
$2.8M · 19 participants
GREGORY DAVENPORT, DDS AND JOHN ROHRABAUGH, DDS, INC.
GREGORY DAVENPORT DDS & JOHN ROHRABAUGH DDS INC. 401(K) PROFIT SHARING PLAN
$2.8M · 10 participants
JAY L. AJMO, DDS, PA
JAY L. AJMO, DDS, PA 401(K) PROFIT SHARING PLAN
$2.8M · 8 participants
COOPER POINT DENTAL
COOPER POINT DENTAL 401(K) PLAN
$2.8M · 6 participants
WE SMILE DENTAL GROUP, LLC
WE SMILE DENTAL GROUP, LLC 401(K) PLAN
$2.8M · 34 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