How big is Daniel C. Garcia, DDS, LLC's plan?

Daniel C. Garcia, DDS, LLC's plan reported $936K in assets and 2 participants for 2024.

Original filing (PDF)20250910073828NAL0044077730001

Daniel C. Garcia, DDS, LLC

Name: Daniel C. Garcia, DDS, LLC — Daniel C. Garcia, Form 5500 (2024)
Creator: Daniel C. Garcia, DDS, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Daniel C. Garcia, DDS,LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Daniel C. Garcia, DDS, LLC's Daniel C. Garcia, DDS,LLC 401(k) Profit Sharing Plan held $936K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$936K

Net assets (EOY)

$936K

Plan identifiers

Daniel C. Garcia, DDS, LLC's EIN is 20-0910065.

EIN 20-0910065

Plan number 001

Plan year 2024

ACK ID 20250910073828NAL0044077730001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Daniel C. Garcia, DDS, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Daniel C. Garcia, DDS, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DANIEL C. GARCIA, DDS, LLC.

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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 average account balance (96th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

DANIEL C. GARCIA, DDS, LLC

EIN

all filings

Address

N54 W6135 MILL STREET, SUITE 900 · CEDARBURG, WI · 53012

Phone

(262) 375-8888

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator