Back to filter
Original filing (PDF)20251010181126NAL0004848739001
KEYUR SHODHAN DDS, INC.
Form 5500-SF
FILING_RECEIVED
KEYUR SHODHAN DDS, INC. 401(K) PLAN
401(k) retirement plan
Active participants
5
Accounts w/ balance
5
Plan assets (EOY)
$1.5M
Net assets (EOY)
$1.5M
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 KEYUR SHODHAN DDS, INC..
Plan sponsor
Name
KEYUR SHODHAN DDS, INC.
EIN
84-4679604
Address
11213 PALM DR · DESERT HOT SPRINGS, CA · 92240
Phone
(760) 251-2666
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
2025-10-10
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2J · 401(k) feature
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
RICHARD L. KAUFMAN, D.D.S, P.C.
RICHARD L. KAUFMAN, D.D.S, P.C. PROFIT SHARING PLAN
$1.5M · 3 participants
JAW, PLLC
TENNESSEE VALLEY ORTHODONTICS 401(K) PROFIT SHARING PLAN
$1.5M · 12 participants
DR. LINH TRAN, DMD, P.C. DBA GREENBURG DENTAL
DR. LINH TRAN, D.M.D. 401(K) PLAN & TRUST
$1.5M · 5 participants
TIMOTHY N. BYRD, D.M.D. & ASSOCIATES, P.C.
TIMOTHY N. BYRD, D.M.D. & ASSOCIATES, P.C. RETIREMENT PLAN & TRUST
$1.5M · 17 participants
JOSEPH G. MCCARTIN DDS, PC
JOSEPH G. MCCARTIN DDS, PC 401(K) PROFIT SHARING PLAN
$1.5M · 2 participants
LAUREL LASER DENTISTRY LLC
LAUREL LASER DENTISTRY RETIREMENT PLAN
$1.5M · 7 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B