Back to filter
Original filing (PDF)20250729203257NAL0001895779001
LUA FAMILY DENTISTRY, INC.
Form 5500-SF
FILING_RECEIVED
LUA FAMILY DENTISTRY, INC. 401K PLAN
401(k) retirement plan
Active participants
4
Accounts w/ balance
5
Plan assets (EOY)
$7.1M
Net assets (EOY)
$7.1M
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 LUA FAMILY DENTISTRY, INC..
Plan sponsor
Name
LUA FAMILY DENTISTRY, INC.
EIN
95-4725232
Address
1101 SOUTH GLENDORA AVE., SUITE A · WEST COVINA, CA · 91790
Phone
(626) 813-3699
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
2025-07-29
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
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
HOHOKUS PERIO, INC.
HOHOKUS PERIO, INC. RETIREMENT PLAN
$7.1M · 3 participants
SUMMIT DENTAL
SUMMIT DENTAL GROUP 401(K) PLAN AND TRUST
$7.1M · 47 participants
DRS. EPSTEIN, ELKIN & SARGISS ORTHODONTIC ASSOCIATES, P.A.
DRS. EPSTEIN, ELKIN & SARGISS ORTHODONTIC ASSOCIATES, P.A. CASH BALANCE PLAN
$7.1M · 32 participants
JONATHON EVERETT LEE, D.D.S., INC.
JONATHON EVERETT LEE, D.D.S., INC. 401(K) PROFIT SHARING PLAN
$7.1M · 11 participants
JAMES A. REA, D.M.D.
JAMES A. REA, D.M.D. 401(K) PS PLAN
$7.1M · 8 participants
KYLE R. CHILDERS, DMD, MS, P. C.
KYLE R. CHILDERS, D.M.D., M.S., PC, 401(K)
$7.1M · 18 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