Back to filter
Original filing (PDF)20250916000234NAL0002431312001
KENNETH M. YATES, D.D.S.
Form 5500-SF
FILING_RECEIVED
KENNETH M. YATES, D.D.S. PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
4
Accounts w/ balance
5
Plan assets (EOY)
$5.1M
Net assets (EOY)
$5.1M
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 KENNETH M. YATES, D.D.S..
Plan sponsor
Name
KENNETH M. YATES, D.D.S.
EIN
95-3981689
Address
9735 WILSHIRE BLVD., SUITE 200 · BEVERLY HILLS, CA · 90212
Phone
(310) 275-5581
Industry
Offices of Dentists· Health Care & Social Assistancesee 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
2025-09-16
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
3B · Covers self-employed individuals
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
DARREN E. HOVLAND, DDS
DARREN E. HOVLAND, DDS, LTD PROFIT SHARING PLAN
$5.1M · 8 participants
SOUTH SHORE ORAL SURGERY ASSOCIATES PC
SOUTH SHORE ORAL SURGERY ASSOCIATES PC PROFIT SHARING PLAN
$5.1M · 8 participants
MATTHJEW T. BOYNTON, D.M.D.
MATTHEW T. BOYNTON, DMD, PC 401(K) PROFIT SHARING PLAN
$5.1M · 9 participants
NICK D. GRAVINO, D.D.S., LLC
NICK D. GRAVINO, D.D.S. 401(K) PROFIT SHARING PLAN
$5.1M · 9 participants
SEVEN PINES ENTERPRISE, PLLC
SEVEN PINES ENTERPRISE, PLLC 401(K) PLAN
$5.1M · 43 participants
JED S. KANNER, D.D.S.
JED KANNER, D.D.S. 401(K) PROFIT SHARING PLAN
$5.1M · 4 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