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Original filing (PDF)20260112151937NAL0013334113001
FRONTIER DENTAL HOLDINGS, LLC
Form 5500
FILING_RECEIVED
FRONTIER DENTAL 401(K) PLAN
401(k) retirement plan
Signals · 2
Late filing · 1.9 moNo recordkeeper disclosed
Active participants
683
Accounts w/ balance
490
Plan assets (EOY)
$33.7M
Net assets (EOY)
$33.7M
How this plan invests
This plan
41 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
92
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Filed 1.9 months past the 10.5-month grace window.
- No recordkeeper disclosed on Schedule C.
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 FRONTIER DENTAL HOLDINGS, LLC.
Plan sponsor
Name
FRONTIER DENTAL HOLDINGS, LLC
EIN
84-2049345
Address
1101 INVESTMENT BLVD. · SUITE 100 · EL DORADO HILLS, CA · 95762
Phone
(916) 933-3300
Industry
Manufacturingsee 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
2026-01-12
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)
Audit & trust (Schedule H)
Auditor
PLANTE MORAN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI CONSULTING GROUP | 06-1053228 | — | N/A | $26K | — |
| ADP, INC. | 13-3036745 | — | N/A | $9K | — |
| EPIC RETIREMENT PLAN SERVICES | 16-1450952 | — | N/A | $3K | — |
Investments
41 direct securities· $33.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| The Standard Insurance Company Fully benefit responsive investment contract - Apex Guaranteed Fixed Interest | — | — | — | $5.0M | 14.9% | |
| Vanguard 500 Index Admiral | — | — | — | $4.1M | 12.0% | |
| T. Rowe Price Retirement 2030Adv | — | — | — | $2.9M | 8.7% | |
| AB Large Cap Growth A | — | — | — | $1.9M | 5.7% | |
| T. Rowe Price Retirement 2035Adv | — | — | — | $1.7M | 4.9% | |
| T. Rowe Price Retirement 2025Adv | — | — | — | $1.6M | 4.9% | |
| T. Rowe Price Retirement 2040Adv | — | — | — | $1.3M | 4.0% | |
| Columbia Select Large CapVal A | — | — | — | $1.3M | 4.0% | |
| Fidelity Advisor Total Bond A | — | — | — | $1.3M | 3.8% | |
| Fidelity Adv Small Cap GrowthA | — | — | — | $1.2M | 3.5% | |
| Fidelity Advisor Technology A | — | — | — | $1.1M | 3.3% | |
| Vanguard Growth Index Adm | — | — | — | $994K | 2.9% | |
| JHancockDisciplinedValMidCapR2 | — | — | — | $964K | 2.9% | |
| Federated Capital Preservation * 159 T. Rowe Price Retirement 2045Adv | — | — | — | $944K | 2.8% | |
| T. Rowe Price Retirement 2020Adv | — | — | — | $838K | 2.5% | |
| Clearbridge Intl Growth A | — | — | — | $806K | 2.4% | |
| T. Rowe Price Retirement 2050Adv | — | — | — | $789K | 2.3% | |
| T. Rowe Price Retirement 2055Adv | — | — | — | $643K | 1.9% | |
| T. Rowe Price Retirement 2060Adv | — | — | — | $463K | 1.4% | |
| Vanguard Total IntlStk IndxAdm | — | — | — | $449K | 1.3% | |
| Columbia Small Cap Value A | — | — | — | $375K | 1.1% | |
| Delaware Ivy Mid Cap Growth A | — | — | — | $369K | 1.1% | |
| Vanguard MidCap Index Fund Adm | — | — | — | $363K | 1.1% | |
| Vanguard Small Cap Index Adm | — | — | — | $351K | 1.0% | |
| Vanguard Value Index Adm | — | — | — | $326K | 1.0% | |
| Schwab Treasury Oblig MoneyUlt * 767 Participants Participant notes receivable bearing interest at rates ranging from 4.25 to 10.00 percent - | — | — | — | $282K | 0.8% | |
| Charles Schwab Trust Bank AB Bond Inflation Strategy A | — | — | — | $224K | 0.7% | |
| Vanguard Total Bd Mkt IndexAdm | — | — | — | $215K | 0.6% | |
| Columbia Overseas Value A | — | — | — | $191K | 0.6% | |
| Goldman SachsEMMktEqInsights A | — | — | — | $138K | 0.4% | |
| T. Rowe Price Retirement 2010Adv | — | — | — | $109K | 0.3% | |
| Virtus RealEstate SecuritiesA | — | — | — | $109K | 0.3% | |
| Vanguard MidCap Val Index Adm * 386 Vanguard MidCapGrowthIndex Adm | — | — | — | $80K | 0.2% | |
| Fidelity Advisor Health Care A | — | — | — | $56K | 0.2% | |
| T. Rowe Price Retirement 2065Adv | — | — | — | $45K | 0.1% | |
| FIDELITY ADV INTL Small Cap A | — | — | — | $37K | 0.1% | |
| T. Rowe Price Retirement 2015Adv | — | — | — | $23K | <0.1% | |
| Charles Schwab Trust Bank Pioneer US Govt Money Market | — | — | — | $12K | <0.1% | |
| PIMCO Income A | — | — | — | $9K | <0.1% | |
| Vanguard SmCapVal Index Adm | — | — | — | $4K | <0.1% | |
| Vanguard SmCapGrowth Index Adm | — | — | — | $2K | <0.1% |
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