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Original filing (PDF)20251015113515NAL0006120272001
CORUS ORTHODONTISTS LLC
Form 5500
FILING_RECEIVED
CORUS ORTHODONTISTS LLC 401(K) PLAN
401(k) retirement plan
Active participants
273
Accounts w/ balance
309
Plan assets (EOY)
$42.1M
Net assets (EOY)
$42.1M
How this plan invests
This plan
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CORUS ORTHODONTISTS LLC.
Plan sponsor
Name
CORUS ORTHODONTISTS LLC
EIN
84-3269833
Address
10463 PARK MEADOWS DRIVE, SUITE 206 · LONE TREE, CO · 80124
Phone
(613) 720-5830
Industry
Offices of Dentists· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
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
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
RICHEY MAY & CO
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | GREENWOOD VILLAGE, MN | RECORDKEEPER | $23K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES INC | — | CLEVELAND, OH | INVESTMENT ADVISOR | $76K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALERUS FINANCIAL NA | — | GRAND FORKS, ND | CONTRACT ADMIN | $5K | — |
Investments
32 direct securities· $42.1M(100% of reported assets)
Uncategorized
$41.9M
31 holdings
Mutual Funds
$196K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 Mutual Fund | — | — | — | $9.9M | 23.6% | |
| Vanguard Target Retirement 2040 Mutual Fund | — | — | — | $8.6M | 20.4% | |
| Vanguard Target Retirement 2025 Mutual Fund | — | — | — | $4.3M | 10.3% | |
| Fidelity 500 Index | — | — | — | $3.8M | 9.1% | |
| Vanguard Target Retirement 2030 Mutual Fund | — | — | — | $3.5M | 8.3% | |
| Vanguard Target Retirement 2045 Mutual Fund | — | — | — | $2.5M | 6.0% | |
| Vanguard Equity Income Adm | — | — | — | $1.6M | 3.8% | |
| Fixed Annuity * Empower Key Guaranteed Portfolio Fund | — | — | — | $1.5M | 3.5% | |
| Vanguard Target Retirement 2050 Mutual Fund | — | — | — | $1.4M | 3.3% | |
| Vanguard Target Retirement 2055 Mutual Fund | — | — | — | $1.1M | 2.7% | |
| Allspring Special Mid Cap Value R6 | — | — | — | $700K | 1.7% | |
| Vanguard Target Retirement 2060 Mutual Fund | — | — | — | $606K | 1.4% | |
| Vanguard Target Retirement 2020 Mutual Fund | — | — | — | $229K | 0.5% | |
| Baird Core Plus Bond Inst | — | — | — | $209K | 0.5% | |
| JP Morgan Jpmorgan Mid Cap Growth R6 | — | — | — | $205K | 0.5% | |
| Alliance Bernstein Ab Large Cap Growth Z | Mutual Funds | — | — | $196K | 0.5% | |
| American Funds American Funds American Balanced R6 | — | — | — | $193K | 0.5% | |
| PIMCO Globaal Bond Opps (Usd-Hedged) Inst | — | — | — | $192K | 0.5% | |
| Fidelity Small Cap Growth K6 | — | — | — | $173K | 0.4% | |
| Vanguard Vanguaard Total Intl Stock Index | — | — | — | $161K | 0.4% | |
| Fidelity Small Cap Index | — | — | — | $141K | 0.3% | |
| American Beacon American Beacon Small Cap Value R6 | — | — | — | $138K | 0.3% | |
| MFS International Growth R6 | — | — | — | $136K | 0.3% | |
| Vanguard Target Retirement 2065 Mutual Fund | — | — | — | $112K | 0.3% | |
| Fidelity Mid Cap Index | — | — | — | $103K | 0.2% | |
| Charles Schwab Self-Directed Roth | — | — | — | $94K | 0.2% | |
| Fidelity Us Bond Index | — | — | — | $72K | 0.2% | |
| Vanguard Target Retirement 2070 Mutual Fund | — | — | — | $61K | 0.1% | |
| SDBA Charles Schwab Self-Directed | — | — | — | $15K | <0.1% | |
| Vanguard Target Retirement Income Inv | — | — | — | $10K | <0.1% | |
| Notes receivable from participantsParticipant loans secured by the balances in the particpants | — | — | — | $5K | <0.1% | |
| Forfeitures | — | — | — | $4K | <0.1% |
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