· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
JACOB & AZZARELLI, D.D.S., INC. — HILLSDALE DENTAL CARE 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251014080120NAL0002371393001
JACOB & AZZARELLI, D.D.S., INC.
Form 5500-SF
FILING_RECEIVED
HILLSDALE DENTAL CARE 401(K) PLAN
401(k) retirement plan
Active participants
10
Accounts w/ balance
19
Plan assets (EOY)
$3.8M
Net assets (EOY)
$3.8M
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
JACOB & AZZARELLI, D.D.S., INC.
.
Find decision makers
Plan sponsor
Name
JACOB & AZZARELLI, D.D.S., INC.
EIN
94-2413420
Address
1660 HILLSDALE AVENUE, SUITE 130 · SAN JOSE, CA · 951243243
Phone
(408) 267-2550
Industry
Offices of Dentists
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
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
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Dentists plans
MIDDLEBURY DENTAL, L.L.C.
MIDDLEBURY DENTAL GROUP RETIREMENT PLAN & TRUST
$3.8M · 13 participants
CORNERSTONE DENTAL PLLC
CORNERSTONE DENTAL PLLC 401(K) PROFIT SHARING PLAN
$3.8M · 15 participants
MAURY FAMILY DENTAL, LLC
MAURY FAMILY DENTAL, LLC 401K PLAN
$3.8M · 7 participants
TRANG T. VU, D.D.S.
TRANG T. VU, PROFIT SHARING RETIREMENT PLAN
$3.8M · 6 participants
EDGEWOOD DENTAL CARE PSC
EDGEWOOD DENTAL CARE PSC 401(K) PROFIT SHARING PLAN AND TRUST
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$3.8M · 25 participants
JACKSON, HALL AND ASSOCIATES, PLLC
JACKSON, HALL AND ASSOCIATES, PLLC PROFIT SHARING PLAN AND TRUST
$3.8M · 26 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
