Back to filter
Original filing (PDF)20250910111122NAL0045045410001
KENDELL H RICKS DDS
Form 5500-SF
FILING_RECEIVED
KENDELL H RICKS DDS 401(K) PLAN
401(k) retirement plan
Active participants
6
Accounts w/ balance
3
Plan assets (EOY)
$2.2M
Net assets (EOY)
$2.2M
Plan health score (directional)
86
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
80
Knocking points off
- 50% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KENDELL H RICKS DDS.
Plan sponsor
Name
KENDELL H RICKS DDS
EIN
20-2820957
Address
8895 LAWRENCE WELK DR · ESCONDIDO, CA · 92026
Phone
(760) 822-9724
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
2025-09-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
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 providersRelated plans
Similar-size Offices of Dentists plans
GREGORY BENDER DMD LLC
GREGORY BENDER DMD LLC 401(K) PROFIT SHARING PLAN
$2.2M · 11 participants
WILLIAM K. TOM D.D.S.M.S., INC.
WILLIAM K. TOM D.D.S.M.S., INC. PROFIT SHARIN
$2.2M · 6 participants
BRICK PEDIATRIC DENTISTRY & ORTHODONTICS, PC
BRICK PEDIATRIC DENTISTRY & ORTHODONTICS, PC 401(K) PROFIT SHARING PLAN
$2.2M · 12 participants
BALLER AND WINELAND LLC
WHEELOCK AND ASSOCIATES DENTISTRY 401(K) PLAN
$2.2M · 18 participants
RICHARD ELSINGER, D.M.D.
RICHARD ELSINGER, D.M.D. 401(K) PLAN
$2.2M · 6 participants
CHILDRENS DENTISTRY OF CHARLOTTESVILLE, P.C.
CHILDREN'S DENTISTRY OF CHARLOTTESVILLE, P.C. 401(K) PROFIT SHARING PLAN AND TRUST
$2.2M · 28 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B