Original filing (PDF)20250411093754NAL0043834962001

TODD S GARRETT DDS PC

Name: TODD S GARRETT DDS PC — TODD S GARRETT DDS PC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: TODD S GARRETT DDS PC

Form 5500-SF

FILING_RECEIVED

TODD S GARRETT DDS PC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$251K

Net assets (EOY)

$251K

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TODD S GARRETT DDS PC.

Plan sponsor

Name

TODD S GARRETT DDS PC

EIN

20-0691342

Address

15009 W BELL RD STE 175 # BLD · SURPRISE, AZ · 853743247

Phone

(623) 476-8100

Industry

Other Services (ex. Public Admin)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

2025-04-11

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

RICKS POOL SERVICE INC

RICK'S POOL SERVICE 401(K) PROFIT SHARING PLAN & TRUST

$251K · 7 participants

TOM GRABOSKI ASSOCIATES INC

TOM GRABOSKI ASSOCIATES INC 401(K) PROFIT SHARING PLAN & TRUST

$251K · 4 participants

1Q LLC

1Q LLC 401(K) PROFIT SHARING PLAN & TRUST

$251K · 12 participants

NEEK INC

NEEK INC 401(K) PROFIT SHARING PLAN & TRUST

$251K · 107 participants

CP ADHESIVES INC

CP ADHESIVES INC 401(K) PROFIT SHARING PLAN & TRUST