Back to filter
Original filing (PDF)20250711172413NAL0004839059001
RODNEY D. IDA, D.D.S., A.P.C.
Form 5500-SF
FILING_RECEIVED
RODNEY D. IDA, D.D.S., A.P.C. DEFINED BENEFIT PENSION PLAN
Defined-benefit pension plan
Active participants
3
Accounts w/ balance
—
Plan assets (EOY)
$2.0M
Net assets (EOY)
$2.0M
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 RODNEY D. IDA, D.D.S., A.P.C..
Plan sponsor
Name
RODNEY D. IDA, D.D.S., A.P.C.
EIN
95-4586456
Address
17542 IRVINE BLVD, STE. #A · TUSTIN, CA · 92780
Phone
(714) 547-8494
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
2025-07-11
Pension benefit codes
1A · Pay-related DB formula
1F · Section 414(k) 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 providersRelated plans
Similar-size Offices of Dentists plans
MEQUON DENTAL GROUP, LLC
MEQUON DENTAL GROUP 401(K) PROFIT SHARING PLAN
$2.0M · 10 participants
MARCIA L. VALENTE, DMD, PC
MARCIA L. VALENTE, DMD, PC 401(K) PROFIT SHARING PLAN
$2.0M · 9 participants
EMERALD HILLS DENTAL CENTER, P.A.
EMERALD HILLS DENTAL CENTER, P.A. PROFIT SHARING PLAN
$2.0M · 10 participants
STAR SMILES ORTHODONTICS AND PEDIATRIC DENTISTRY, P.C.
STAR SMILES ORTHODONTICS AND PEDIATRIC DENTISTRY, P.C. 401(K) PROFIT SHARING PLAN
$2.0M · 11 participants
JOSEPH M. LEANZA, DDS
JOSEPH M. LEANZA, DDS PROFIT SHARING PLAN
$2.0M · 3 participants
KARINDEEP KAUR CHIMA, D.M.D., A DENTAL CORPORATI
KARINDEEP K. CHIMA DMD 401(K) PLAN
$2.0M · 9 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