· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
TONY A. SAYEGH — TONY A. SAYEGH 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250331153656NAL0009303216001
TONY A. SAYEGH
Form 5500-SF
FILING_RECEIVED
TONY A. SAYEGH 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
5
Accounts w/ balance
5
Plan assets (EOY)
$1.5M
Net assets (EOY)
$1.5M
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
TONY A. SAYEGH
.
Find decision makers
Plan sponsor
Name
TONY A. SAYEGH
EIN
95-3886880
Address
102 WEST ROUTE 66, SUITE G · GLENDORA, CA · 91740
Phone
(626) 335-1241
Industry
Offices of Dentists
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-03-31
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
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 providers
Related plans
Similar-size Offices of Dentists plans
NORTH ARLINGTON DENTAL CENTER PC
NORTH ARLINGTON DENTAL CENTER INCENTIVE SAVINGS PLAN AND TRUST
$1.5M · 7 participants
NIGEL R. MORGAN DDS, PA
NIGEL R. MORGAN DDS PA 401(K) PLAN
$1.5M · 6 participants
TROTTER ORTHODONTICS, P. C.
TROTTER ORTHODONTICS, P. C. 401(K) PLAN
$1.5M · 18 participants
STEPHEN J. SPENCER, D.D.S., PLLC
STEPHEN J. SPENCER, D.D.S. RETIREMENT PLAN & TRUST
$1.5M · 9 participants
DOLPHIN DENTAL GROUP, LLC
DOLPHIN DENTAL GROUP 401(K) 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.
$1.5M · 13 participants
DANA SCHMIDL DDS PC
SCHMIDL ORTHODONTICS 401(K) PLAN
$1.5M · 8 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
