Back to filter
Original filing (PDF)20251013130122NAL0001991456001
ROBERT CHEN DMD, MS
Form 5500-SF
FILING_RECEIVED
ROBERT CHEN DMD, MS PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
1
Accounts w/ balance
1
Plan assets (EOY)
$3.4M
Net assets (EOY)
$3.4M
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
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROBERT CHEN DMD, MS.
Plan sponsor
Name
ROBERT CHEN DMD, MS
EIN
94-3383158
Address
20520 TOWN CENTRE LN. · SUITE 210 · CUPERTINO, CA · 950143200
Phone
(408) 255-3388
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
2025-10-13
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Offices of Dentists plans
VERNON FAMILY DENTISTS, LLC
VERNON FAMILY DENTISTS, LLC 401(K) PROFIT SHARING PLAN
$3.4M · 8 participants
APEX ENDODONTICS, LLC
APEX ENDODONTICS, LLC RETIREMENT PLAN
$3.4M · 8 participants
DAVID & REBECCA SWETT, DDS, P. C.
DAVID & REBECCA SWETT, DDS, P. C. 401(K) PROFIT SHARING PLAN
$3.4M · 10 participants
CRAIG A. ZUNKA, D.D.S., P.C
CRAIG ZUNKA, D.D.S., P.C. PROFIT SHARING PLAN
$3.4M · 6 participants
OTTLEY SMILES DENTAL CENTER, P.A.
OTTLEY SMILES DENTAL CENTER, P.A. 401(K) RETIREMENT PLAN
$3.4M · 16 participants
JOHN H. CANNING, D.D.S., LLC DBA SILVER LAKE FAMILY DENTAL
SILVER LAKE FAMILY DENTAL RETIREMENT PLAN
$3.4M · 19 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