Original filing (PDF)20250722160833NAL0002613665002

IMAGEN DENTAL PARTNERS ASSOCIATION I

Name: IMAGEN DENTAL PARTNERS ASSOCIATION I — IMAGEN DENTAL PARTNERS MEP 401(K) PLAN, Form 5500 (2024)
Creator: IMAGEN DENTAL PARTNERS ASSOCIATION I

Form 5500

FILING_RECEIVED

IMAGEN DENTAL PARTNERS MEP 401(K) PLAN

401(k) retirement plan

Signals · 4

Late participant contributions40% in single holdingCorrective distributions issuedNo recordkeeper disclosed

Active participants

1,407

Accounts w/ balance

1,043

Plan assets (EOY)

$34.1M

Net assets (EOY)

$34.1M

How this plan invests

This plan

1 pooled trust

Schedule D

31 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) — 133K (1% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).
Total administrative cost in the bottom quartile of peers (5th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (13th percentile).

Decision-maker contacts

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

Plan sponsor

Name

IMAGEN DENTAL PARTNERS ASSOCIATION I

EIN

87-1559565

Address

16220 NORTH SCOTTSDALE ROAD · SUITE 400 · SCOTTSDALE, AZ · 85251

Phone

(480) 712-4510

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

2025-07-22

Pension benefit codes

2A · Age/service weighted or new comparability

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)

Service providers (Schedule C)

3 rows

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
CURAFIN ADVISORS	85-1065038	—	SERVICE PROVIDER	$55K	—
ONEDIGITAL INVESTMENT ADVISORS L	82-1434504	—	SERVICE PROVIDER	$17K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
NOVA 401(K) ASSOCIATES

Investments

31 direct securities · 1 pooled fund· $67.8M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Pooled Separate Account

$33.8M

1 holding

Other securities

$32.6M

27 holdings

Cash / Money Market

$779K

2 holdings

Common Stock

$356K

1 holding

Bonds / Notes

$298K

1 holding

					% of plan
VOYA RETIREMENT INSURANCE AND ANNUI VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000	Pooled Separate Account	—	—	$33.8M	99.1%
American Funds Am Balanced Fund Pooled separate accounts	Other securities	—	—	$13.8M	40.5%
PIMCO RealPath Blend 2035 Fund Pooled separate accounts	Other securities	—	—	$2.5M	7.2%
Fidelity 500 Index Fund Pooled separate accounts	Other securities	—	—	$2.3M	6.7%
PIMCO RealPath Blend 2045 Fund Pooled separate accounts	Other securities	—	—	$2.2M	6.4%
PIMCO RealPath Blend 2030 Fund Pooled separate accounts	Other securities	—	—	$1.8M	5.4%
PIMCO RealPath Blend 2040 Fund Pooled separate accounts	Other securities	—	—	$1.8M	5.2%
PIMCO RealPath Blend 2055 Fund Pooled separate accounts	Other securities	—	—	$1.4M	4.2%
PIMCO RealPath Blend 2050 Fund Pooled separate accounts	Other securities	—	—	$1.3M	3.8%
PIMCO RealPath Blend 2025 Fund Pooled separate accounts	Other securities	—	—	$1.0M	3.0%
Fidelity Blue Chip Growth Fund Pooled separate accounts	Other securities	—	—	$932K	2.7%
PIMCO RealPath Blend 2060 Fund Pooled separate accounts	Other securities	—	—	$929K	2.7%
Vanguard Federal Money Market Fund Pooled separate accounts	Cash / Money Market	—	—	$764K	2.2%
Vanguard Developed Markets Index Fund Pooled separate accounts	Other securities	—	—	$441K	1.3%
PIMCO Income Fund Pooled separate accounts	Other securities	—	—	$400K	1.2%
Columbia Dividend Income Fund Pooled separate accounts	Other securities	—	—	$361K	1.1%
PIMCO RealPath Blend Inc Fund Pooled separate accounts	Common Stock	—	—	$356K	1.0%
Cohen & Steers Real Estate Securities Fund Pooled separate accounts 177 * Participant loans Interest rates from 5.25% to 10.50% $0	Bonds / Notes	—	—	$298K	0.9%
Fidelity Mid Cap Index Fund Pooled separate accounts	Other securities	—	—	$274K	0.8%
Goldman Sachs GQG Partners International Opportunities Fund Pooled separate accounts	Other securities	—	—	$267K	0.8%
Fidelity Small Cap Index Fund Pooled separate accounts	Other securities	—	—	$212K	0.6%
RBC Emerging Markets Equity Pooled separate accounts	Other securities	—	—	$159K	0.5%
Fidelity Small Cap Growth Index Fund Pooled separate accounts	Other securities	—	—	$119K	0.4%
Fidelity Small Cap Value Index Fund Pooled separate accounts	Other securities	—	—	$102K	0.3%
Vanguard Real Estate Index Admiral Fund Pooled separate accounts	Other securities	—	—	$86K	0.3%
BrandywineGLOBAL High Yield Fund Pooled separate accounts	Other securities	—	—	$72K	0.2%
DFA Inflation-Protected Securities Portfolio Pooled separate accounts	Other securities	—	—	$71K	0.2%
Fidelity Mid Cap Value Index Fund Pooled separate accounts	Other securities	—	—	$55K	0.2%
PIMCO RealPath Blend 2065 Fund Pooled separate accounts	Other securities	—	—	$47K	0.1%
Voya Government Money Market Fund Pooled separate accounts	Cash / Money Market	—	—	$15K	<0.1%
JPMorgan Mid Cap Growth Fund Pooled separate accounts	Other securities	—	—	$11K	<0.1%
Vangrd Energy Fund Pooled separate accounts	Other securities	—	—	$1K	<0.1%