Back to filter
Original filing (PDF)20250904120557NAL0016103841001
PARK DENTAL PARTNERS, INC.
Form 5500
FILING_RECEIVED
PARK DENTAL PARTNERS 401(K) PLAN
401(k) retirement plan
Signals · 2
100% in single holdingNo recordkeeper disclosed
Active participants
1,324
Accounts w/ balance
1,673
Plan assets (EOY)
$198.6M
Net assets (EOY)
$198.6M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "[DFE: PSA NO. 25 (STABLE VALUE ACCOUNT) (extraction pending)]" is 100% of plan.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PARK DENTAL PARTNERS, INC..
Plan sponsor
Name
PARK DENTAL PARTNERS, INC.
EIN
93-2020683
Address
2200 COUNTY ROAD C WEST SUITE 2210 · ROSEVILLE, MN · 55113
Phone
(651) 746-2811
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
2025-09-04
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
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WIPFLI
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | NONE | $137K | — |
| MMA SECURITIES LLC | — | NEW YORK, NY | NONE | $45K | — |
| WIPFLI LLP | — | WAUSAU, WI | NONE | $16K | — |
| QDRO CONSULTANTS COMPANY, LLC | — | MEDINA, OH | NONE | $600 | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | NONE | $75 | — |
Investments
1 direct security · 1 pooled fund· $15.7M(8% 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.
Uncategorized
$7.8M
1 holding
Common Collective Trust
$7.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| [DFE: PSA NO. 25 (STABLE VALUE ACCOUNT) (extraction pending)] | — | — | — | $7.8M | 4.0% | |
| NEW YORK LIFE INS CO ANCHOR ACCOUNT NEW YORK LIFE (NOT INSURANCE FUND) · EIN 13-5582869 / PN 125 | Common Collective Trust | — | — | $7.8M | 4.0% |