How big is Heather M Rutherford ET AL PTR's plan?

Heather M Rutherford ET AL PTR's plan reported $1.2M in assets and 6 participants for 2024.

Original filing (PDF)20250819123439NAL0003866784001

Heather M Rutherford ET AL PTR

Name: Heather M Rutherford ET AL PTR — Heather Rutherford, Form 5500 (2024)
Creator: Heather M Rutherford ET AL PTR
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Heather Rutherford DDS & Edward FONG DDS 401(k) Profit Sharing Plan

401(k) retirement plan · Heather M Rutherford ET AL PTR's Heather Rutherford DDS & Edward FONG DDS 401(k) Profit Sharing Plan held $1.2M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

Heather M Rutherford ET AL PTR's EIN is 20-0061371.

EIN 20-0061371

Plan number 002

Plan year 2024

ACK ID 20250819123439NAL0003866784001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Heather M Rutherford ET AL PTR from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Heather M Rutherford ET AL PTR's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HEATHER M RUTHERFORD ET AL PTR.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score