How big is Gregory R. SY DDS & Associates, Inc.'s plan?

Gregory R. SY DDS & Associates, Inc.'s plan reported $1.9M in assets and 3 participants for 2024.

Original filing (PDF)20250411064321NAL0013985027001

Gregory R. SY DDS & Associates, Inc.

Name: Gregory R. SY DDS & Associates, Inc. — Gregory, Form 5500 (2024)
Creator: Gregory R. SY DDS & Associates, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Gregory Robert SY DDS & Associates, Inc. Profit Sharing Plan

Defined-contribution retirement plan · Gregory R. SY DDS & Associates, Inc.'s Gregory Robert SY DDS & Associates, Inc. Profit Sharing Plan held $1.9M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

Gregory SY signed Gregory R. SY DDS & Associates, Inc.'s 2024 Form 5500 as plan administrator.

Gregory SY — 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

Gregory R. SY DDS & Associates, Inc.'s EIN is 20-3033086.

EIN 20-3033086

Plan number 002

Plan year 2024

ACK ID 20250411064321NAL0013985027001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Gregory R. SY DDS & Associates, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Gregory R. SY DDS & Associates, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GREGORY R. SY DDS & ASSOCIATES, INC..

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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