Original filing (PDF)20250926132653NAL0010167344001

GEN4 DENTAL PARTNERS OPCO, LLC

Name: GEN4 DENTAL PARTNERS OPCO, LLC — GEN4 DENTAL PARTNERS 401(K) RETIREMENT PLAN, Form 5500 (2024)
Creator: GEN4 DENTAL PARTNERS OPCO, LLC

Form 5500

FILING_RECEIVED

GEN4 DENTAL PARTNERS 401(K) RETIREMENT PLAN

401(k) retirement plan

Signals · 1

Late participant contributions

Active participants

1,646

Accounts w/ balance

1,582

Plan assets (EOY)

$33.4M

Net assets (EOY)

$33.4M

How this plan invests

This plan

5 pooled trusts

Schedule D

27 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) — 41K (0% of contributions).
Total administrative cost in the bottom quartile of peers (7th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (24th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GEN4 DENTAL PARTNERS OPCO, LLC.

Plan sponsor

Name

GEN4 DENTAL PARTNERS OPCO, LLC

EIN

86-2821806

Address

222 SOUTH MILL AVENUE SUITE 800 · TEMPE, AZ · 85281

Phone

(480) 643-0745

Industry

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

2025-09-26

Pension benefit codes

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)

2S · Automatic enrollment

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$152K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
GLOBAL RETIREMENT PARTNERS LLC	47-1411118	—	INVESTMENT ADVISOR	$59K	—

Investments

27 direct securities · 5 pooled funds· $33.3M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Other securities

$31.2M

25 holdings

Common Collective Trust

$1.9M

4 holdings

Common Stock

$125K

1 holding

Cash / Money Market

$88K

1 holding

Pooled Separate Account

1 holding

					% of plan
25 * Fidelity Management Trust Company Fidelity Freedom Index 2040	Other securities	—	—	$4.5M	13.5%
27 * Fidelity Management Trust Company Fidelity Freedom Index 2050	Other securities	—	—	$3.7M	11.0%
26 * Fidelity Management Trust Company Fidelity Freedom Index 2045	Other securities	—	—	$3.4M	10.1%
28 * Fidelity Management Trust Company Fidelity Freedom Index 2055	Other securities	—	—	$3.0M	9.1%
24 * Fidelity Management Trust Company Fidelity Freedom Index 2035	Other securities	—	—	$3.0M	9.1%
14 * Fidelity Management Trust Company Fidelity 500 Index	Other securities	—	—	$2.7M	8.2%
22 * Fidelity Management Trust Company Fidelity Freedom Index 2025	Other securities	—	—	$2.5M	7.6%
23 * Fidelity Management Trust Company Fidelity Freedom Index 2030	Other securities	—	—	$2.3M	7.0%
29 * Fidelity Management Trust Company Fidelity Freedom Index 2060	Other securities	—	—	$2.3M	6.8%
30 * Fidelity Management Trust Company Fidelity Freedom Index 2065	Other securities	—	—	$1.2M	3.6%
LARGE CAP GRTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139848 / PN 626	Common Collective Trust	—	—	$760K	2.3%
STABLE VALUE FUND R1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653	Common Collective Trust	—	—	$623K	1.9%
16 * Fidelity Management Trust Company Fidelity Mid Cap Index	Other securities	—	—	$476K	1.4%
5 Fidelity Management Trust Company Putnam Large Cap Value	Other securities	—	—	$410K	1.2%
PUTN LARGE CP VAL R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426	Common Collective Trust	—	—	$410K	1.2%
13 * Fidelity Management Trust Company Fidelity Us Bond Index	Other securities	—	—	$344K	1.0%
15 * Fidelity Management Trust Company Fidelity Global ex U.S. Index Fund	Other securities	—	—	$267K	0.8%
17 * Fidelity Management Trust Company Fidelity Small Cap Index	Other securities	—	—	$261K	0.8%
7 Fidelity Management Trust Company John hancock Balanced R6	Other securities	—	—	$240K	0.7%
6 Fidelity Management Trust Company Hood River Small Capp Growth	Other securities	—	—	$127K	0.4%
18 * Fidelity Management Trust Company Fidelity Freedom Index Inc	Common Stock	—	—	$125K	0.4%
8 Fidelity Management Trust Company MFS International Equity Fund	Other securities	—	—	$105K	0.3%
12 Fidelity Management Trust Company Dimensional Emerging Markets Small Cap	Other securities	—	—	$99K	0.3%
21 * Fidelity Management Trust Company Fidelity Freedom Index 2020	Other securities	—	—	$89K	0.3%
Money market account 1 * Fidelity Management Trust Company Fidelity Government Money Market Fund	Cash / Money Market	—	—	$88K	0.3%
SMALL CAP VAL III R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289846 / PN 001	Common Collective Trust	—	—	$77K	0.2%
10 Fidelity Management Trust Company BlackRock Total Return Fund	Other securities	—	—	$68K	0.2%
11 Fidelity Management Trust Company JPMorgan Mid Cap Growth Fund	Other securities	—	—	$62K	0.2%
9 Fidelity Management Trust Company Mfs Mid Cap Value	Other securities	—	—	$27K	<0.1%
31 * Fidelity Management Trust Company Fidelity Freedom Index 2070	Other securities	—	—	$10K	<0.1%
19 * Fidelity Management Trust Company Fidelity Freedom Index 2010 ** 168 20 * Fidelity Management Trust Company Fidelity Freedom Index 2015	Other securities	—	—	$6K	<0.1%
SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000	Pooled Separate Account	—	—	$0	<0.1%