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Ocotillo Dental Group (Sample)

EIN 00-0001072 · Phoenix, AZ 85004
Ocotillo Dental Group (Sample) 401(K) Plan · 401(k)
6.4×
more likely to switch
88 transition score · High tier

Why it scored

  • Orphaned plan detected: The sample advisor of record is no longer active. A relationship worth reviewing.
  • Recordkeeper acquisition: The sample recordkeeper has been acquired. A provider transition can prompt a fresh review.
  • Leadership change: A new finance leader at this sample sponsor may revisit the current provider arrangement.

Decision maker

Sample Plan Administrator
Plan administrator on the filing

Plan facts (latest Form 5500)

Total assets$9,400,000
Participants112
RecordkeeperSample Retirement Services
TPASample Plan Administration
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The transition score, multiplier, and live signals on this page are Change Predictor data. The Report Card shows the plan's quality benchmarks — the two products score different things.