Original filing (PDF)20250701140948NAL0018576400001

PALO ALTO AND MAXILLOFACIAL SURGERY

Name: PALO ALTO AND MAXILLOFACIAL SURGERY — PALO ALTO ORAL AND MAXILLOFACIAL PROFIT SHARING PLAN, Form 5500 (2024)
Creator: PALO ALTO AND MAXILLOFACIAL SURGERY

Form 5500-SF

FILING_RECEIVED

PALO ALTO ORAL AND MAXILLOFACIAL PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (87th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PALO ALTO AND MAXILLOFACIAL SURGERY.

Plan sponsor

Name

PALO ALTO AND MAXILLOFACIAL SURGERY

EIN

20-4714135

Address

853 MIDDLEFIELD RD STE 4 · PALO ALTO, CA · 943012919

Phone

(650) 617-1900

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator