Original filing (PDF)20250417144855NAL0000567667001

BARDIA ANDRE SASSANI D.D.S., INC.

Name: BARDIA ANDRE SASSANI D.D.S., INC. — SASSANI, D.D.S. RETIREMENT PLAN, Form 5500 (2024)
Creator: BARDIA ANDRE SASSANI D.D.S., INC.

Form 5500-SF

FILING_RECEIVED

SASSANI, D.D.S. RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

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 BARDIA ANDRE SASSANI D.D.S., INC..

Plan sponsor

Name

BARDIA ANDRE SASSANI D.D.S., INC.

EIN

20-1956536

Address

261 CRESTVIEW DRIVE · SANTA CLARA, CA · 950506503

Phone

(408) 247-8400

Industry

Offices of Dentists· Health Care & Social Assistancesee 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

2025-04-17

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

GROWING SMILES CHILDRENS DENTA

GROWING SMILES CHILDRENS DENTA 401(K) PROFIT SHARING PLAN & TRUST

$1.6M · 22 participants

NOLA MAE NAKAMITSU, D.D.S.

DRS. LANCE AND NOLA NAKAMITSU 401(K) PROFIT SHARING PLAN

$1.6M · 4 participants

BRADLEY E GOINGS, DDS, PC DBA GOINGS ORTHODONTICS

GOINGS ORTHODONTICS 401(K) PLAN

$1.6M · 12 participants

SR SINGH DENTAL INC.

SR SINGH DENTAL INC. 401(K) PLAN

$1.6M · 4 participants

BRUCE DOW, D.D.S., P.C.

BRUCE DOW, DDS, PC DEFINED BENEFIT PLAN