How big is Todd S Garrett DDS PC's plan?

Todd S Garrett DDS PC's plan reported $251K in assets and 8 participants for 2024.

Original filing (PDF)20250411093754NAL0043834962001

Todd S Garrett DDS PC

Name: Todd S Garrett DDS PC — Todd S Garrett DDS PC 401(k), Form 5500 (2024)
Creator: Todd S Garrett DDS PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Todd S Garrett DDS PC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Todd S Garrett DDS PC's Todd S Garrett DDS PC 401(k) Profit Sharing Plan & Trust held $251K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$251K

Net assets (EOY)

$251K

People on this filing

Edward Rojas signed Todd S Garrett DDS PC's 2024 Form 5500 as plan administrator.

Edward Rojas — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Todd S Garrett DDS PC's EIN is 20-0691342.

EIN 20-0691342

Plan number 001

Plan year 2024

ACK ID 20250411093754NAL0043834962001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Todd S Garrett DDS PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Todd S Garrett DDS PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TODD S GARRETT DDS PC.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

TODD S GARRETT DDS PC

EIN

all filings

Address

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

Phone

(623) 476-8100

Industry

Other Services (ex. Public Admin)

Plan administrator