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MARC A. SCHWARTZ, DDS, A PROFESSIONAL CORPORATION — MARC A. SCHWARTZ, DDS, A PROFESSIONAL CORPORATION, PROFIT SHARING/401(K) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250625163544NAL0011833552001
MARC A. SCHWARTZ, DDS, A PROFESSIONAL CORPORATION
Form 5500-SF
FILING_RECEIVED
MARC A. SCHWARTZ, DDS, A PROFESSIONAL CORPORATION, PROFIT SHARING/401(K) PLAN
401(k) retirement plan
Active participants
6
Accounts w/ balance
6
Plan assets (EOY)
$1.6M
Net assets (EOY)
$1.6M
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
MARC A. SCHWARTZ, DDS, A PROFESSIONAL CORPORATION
.
Find decision makers
Plan sponsor
Name
MARC A. SCHWARTZ, DDS, A PROFESSIONAL CORPORATION
EIN
94-3377797
Address
1600 EL CAMINO REAL, SUITE A · BELMONT, CA · 94002
Phone
(650) 274-8914
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
2025-06-25
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)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
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DYER AND JONES, PLLC
CHRISTOPHER T. DYER, DMD, PA PROFIT SHARING PLAN
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.6M · 14 participants
GABRIEL ENRIQUEZ DDS
GABRIEL ENRIQUEZ DDS 401K PROFIT SHARING PLAN
$1.6M · 11 participants
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BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
