How big is Dental Depot DSO, LLC's plan?

Dental Depot DSO, LLC's plan reported $10.6M in assets and 821 participants for 2024.

Original filing (PDF)20251007132405NAL0011410866001

Dental Depot DSO, LLC

Name: Dental Depot DSO, LLC — Dental Depot 401(k) Plan, Form 5500 (2024)
Creator: Dental Depot DSO, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Dental Depot 401(k) Plan

401(k) retirement plan · Dental Depot DSO, LLC's Dental Depot 401(k) Plan held $10.6M in plan assets for 821 participants in 2024, with Empower as recordkeeper.

Signals · 3

Late participant contributions43% in single holding~91 bps in Sched C fees

Active participants

821

Accounts w/ balance

889

Plan assets (EOY)

$10.6M

Net assets (EOY)

$10.6M

People on this filing

Patrick Shannon-O'SHEA signed Dental Depot DSO, LLC's 2024 Form 5500 as plan administrator.

Patrick Shannon-O'SHEA — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Dental Depot DSO, LLC's EIN is 84-4189198.

EIN 84-4189198

Plan number 004

Plan year 2024

ACK ID 20251007132405NAL0011410866001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Dental Depot DSO, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Dental Depot DSO, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DENTAL DEPOT DSO, LLC.

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How this plan invests

This plan

28 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 0K (0% of contributions).
Total administrative cost in the bottom quartile of peers (6th percentile).
Bottom-decile employer contributions per participant (3rd percentile).

Plan sponsor

Name

DENTAL DEPOT DSO, LLC

EIN

all filings

Address

2828 NW 30TH · OKC, OK · 73112

Phone

(405) 945-8941

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-07

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$65K	—
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$747	—

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp

Investments

28 direct securities· $10.6M(100% of reported assets)

Common Collective Trusts

$7.7M

12 holdings

Mutual Funds

$2.3M

12 holdings

Common Stocks

$505K

1 holding

Other securities

$213K

1 holding

U.S. Treasuries

$18K

2 holdings

					% of plan
Fidelity 500 Index Fund	Common Collective Trusts	—	—	$4.5M	42.7%
Fidelity International Index Fund	Common Collective Trusts	—	—	$864K	8.1%
Fidelity U.S. Bond Index Fund	Common Collective Trusts	—	—	$791K	7.4%
Fidelity Freedom Index 2060 Fund	Mutual Funds	—	—	$673K	6.3%
Empower Annuity Insurance Company of America Fixed account	Common Stocks	—	—	$505K	4.7%
Fidelity Large Cap Growth Index Fund	Common Collective Trusts	—	—	$492K	4.6%
Fidelity Freedom Index 2065 Fund	Mutual Funds	—	—	$401K	3.8%
Fidelity Freedom Index 2055 Fund	Mutual Funds	—	—	$348K	3.3%
Fidelity Freedom Index 2050 Fund	Mutual Funds	—	—	$282K	2.7%
Fidelity Mid Cap Value Index	Mutual Funds	—	—	$237K	2.2%
Fidelity Large Cap Value Index Fund	Common Collective Trusts	—	—	$226K	2.1%
Fidelity Mid Cap Growth Index Fund	Common Collective Trusts	—	—	$218K	2.0%
various maturities -	Other securities	—	—	$213K	2.0%
Fidelity Emerging Markets Index Fund	Common Collective Trusts	—	—	$149K	1.4%
Fidelity Small Cap Value Index Fund	Common Collective Trusts	—	—	$121K	1.1%
Fidelity Freedom Index 2040 Fund	Mutual Funds	—	—	$116K	1.1%
Fidelity Small Cap Index Fund	Common Collective Trusts	—	—	$88K	0.8%
Fidelity Freedom Index 2045 Fund	Mutual Funds	—	—	$78K	0.7%
Fidelity Mid Cap Index Fund	Common Collective Trusts	—	—	$73K	0.7%
Fidelity Small Cap Growth Index Fund	Common Collective Trusts	—	—	$66K	0.6%
Fidelity Total International Index	Mutual Funds	—	—	$53K	0.5%
Fidelity Freedom Index 2030 Fund	Mutual Funds	—	—	$37K	0.4%
Fidelity Freedom Index 2035 Fund	Mutual Funds	—	—	$25K	0.2%
Fidelity Inflation Protected Bond Index Fund	Common Collective Trusts	—	—	$20K	0.2%
Fidelity Long Term Treasury Bond	U.S. Treasuries	—	—	$11K	<0.1%
Fidelity Intermediate Treasury Bond Index Fund	U.S. Treasuries	—	—	$7K	<0.1%
Fidelity Freedom Index 2020 Fund	Mutual Funds	—	—	$2K	<0.1%
Fidelity Freedom Index Income Fund	Mutual Funds	—	—	$2K	<0.1%