Back to filter
Original filing (PDF)20230719143136NAL0002952720001
P1 DENTAL MSO LLC
Form 5500
FILING_RECEIVED
P1 DENTAL MSO LLC VISION PLAN
Health & welfare plan
Signals · 2
No auditor on fileNo recordkeeper disclosed
Active participants
177
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
75
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
- No recordkeeper disclosed on Schedule C.
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 P1 DENTAL MSO LLC.
Plan sponsor
Name
P1 DENTAL MSO LLC
DBA
P1 DENTAL PARTNERS
EIN
85-3546257
Address
924 N PENNSYLVANIA AVENUE · SUITE C · INDIANAPOLIS, IN · 46204
Phone
(317) 987-2027
Industry
Offices of Dentists· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
504
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-07-19
Welfare benefit codes
4E · Vision
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
Related plans
Similar-size Offices of Dentists plans
ASCENT DENTAL CARE, LLC
ASCENT DENTAL CARE, LLC 401(K) PLAN
$0
COLLEGE PARK IMPLANT & GENERAL DENTISTRY PLLC
COLLEGE PARK IMPLANT & GENERAL DENTISTRY PLLC 401(K) PLAN
$0
DERIE R. TRUJILLO, DDS
DERIE R. TRUJILLO, DDS 401(K) PLAN
$0
PINE RIDGE DENTAL GROUP
PINE RIDGE DENTAL GROUP 401(K) P/S PLAN
$0
DR. JAMIE M. DAY, DDS, MS PLL
DR. JAMIE M. DAY, DDS, MS PLL CBWV BENEFIT PLAN
$0
AMA DENTAL CARE LLC
AMA DENTAL CARE 401(K) PLAN
$0 · 3 participants
Large plans in Indiana
ELI LILLY AND COMPANY
LILLY SAVINGS PLAN MASTER TRUST FUND B
$13.5B
ELI LILLY AND COMPANY
THE LILLY EMPLOYEE 401(K) PLAN
$13.1B · 21,803 participants
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN MASTER TRUST
$12.1B
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH 401(K) PLAN
$12.1B · 71,880 participants
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH DEFINED CONTRIBUTION MASTER TRUST
$11.9B
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN
$11.8B · 21,629 participants