· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
DAN D. BANH, DDS INC. — DAN D. BANH, DDS INC. RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250516183642NAL0030400160001
DAN D. BANH, DDS INC.
Form 5500-SF
FILING_RECEIVED
DAN D. BANH, DDS INC. RETIREMENT PLAN
401(k) retirement plan
Active participants
7
Accounts w/ balance
9
Plan assets (EOY)
$3.7M
Net assets (EOY)
$3.7M
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
DAN D. BANH, DDS INC.
.
Find decision makers
Plan sponsor
Name
DAN D. BANH, DDS INC.
EIN
95-4836512
Address
512 W. BADILLO ST. · COVINA, CA · 91722
Phone
(626) 339-5111
Industry
Offices of Dentists
· Health Care & Social Assistance
see 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
2025-05-16
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Dentists plans
MARK S. GLOVIS, DDS
MARK S. GLOVIS, DDS, 401(K) PLAN
$3.7M · 7 participants
DONALD R MURRY JR DDS PC
DONALD R MURRY JR DDS PC 401(K) PROFIT SHARING PLAN & TRUST
$3.7M · 57 participants
PEDIATRIC DENTISTRY PSC
PEDIATRIC DENTISTRY, PSC 401K PLAN
$3.7M · 24 participants
PERIODONTICS OF ROCKFORD, LTD.
RETIREMENT INCOME SECURITY PLAN-PERIODONTICS OF ROCKFORD, LTD.
$3.7M · 42 participants
DENTAL HEALTH ASSOCIATES OF ALEXANDRIA, P.A.
DENTAL HEALTH ASSOCIATES OF ALEXANDRIA, P.A. 401(K) PROFIT SHARING 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.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$3.7M · 15 participants
MARK F. HESKER, DDS
MARK F. HESKER, DDS, PC PROFIT SHARING PLAN
$3.7M · 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
