Original filing (PDF)20251014173522NAL0001711907001

KEVEN S. HEROLD, DDS, APDC

Name: KEVEN S. HEROLD, DDS, APDC — KEVEN S. HEROLD, DDS, APDC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: KEVEN S. HEROLD, DDS, APDC

Form 5500-SF

FILING_RECEIVED

KEVEN S. HEROLD, DDS, APDC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

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 KEVEN S. HEROLD, DDS, APDC.

Plan sponsor

Name

KEVEN S. HEROLD, DDS, APDC

EIN

20-3811040

Address

11199 SORRENTO VALLEY ROAD, STE 204 · SAN DIEGO, CA · 92121

Phone

—

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2T · Default investment account (QDIA)

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

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