Original filing (PDF)20250728121944NAL0002013409001

COREY R. ACREE DDS INC

Name: COREY R. ACREE DDS INC — RETIREMENT INCOME SECURITY PLAN-COREY R. ACREE DDS INC, Form 5500 (2024)
Creator: COREY R. ACREE DDS INC

Form 5500-SF

FILING_RECEIVED

RETIREMENT INCOME SECURITY PLAN-COREY R. ACREE DDS INC

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

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 COREY R. ACREE DDS INC.

Plan sponsor

Name

COREY R. ACREE DDS INC

EIN

20-3971458

Address

1213 COFFEE ROAD · SUITE B · MODESTO, CA · 95355

Phone

(209) 529-0674

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Name

HEALTHEQUITY RETIREMENT SERVICES

EIN

82-1222973

City

DRAPER, UT

Phone

(877) 860-2664

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-28

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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