· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
VAL J. TERMOTTO DMD — VAL J. TERMOTTO DMD 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251011125131NAL0008920401001
VAL J. TERMOTTO DMD
Form 5500-SF
FILING_RECEIVED
VAL J. TERMOTTO DMD 401(K) PLAN
401(k) retirement plan
Active participants
9
Accounts w/ balance
23
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
Plan health score (directional)
89
/ 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
VAL J. TERMOTTO DMD
.
Find decision makers
Plan sponsor
Name
VAL J. TERMOTTO DMD
EIN
20-8082566
Address
951 BLANCO CIRCLE · SALINAS, CA · 93901
Phone
(831) 648-9000
Industry
Other Services (ex. Public Admin)
see 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
2025-10-11
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
DE ANZA WATER CONDITIONING, INC.
DE ANZA WATER CONDITIONING, INC PROFIT SHARING PLAN
$1.4M · 14 participants
M.A.P.S., INC.
MAPS EMPLOYEE RETIREMENT PLAN
$1.4M · 50 participants
ASP LEASEWORKS
ASP LEASEWORKS 401(K) PROFIT SHARING PLAN & TRUST
$1.4M · 1 participants
AMS SPECIALTY STEEL
AMS SPECIALITY STEEL PROFIT SHARING & 401(K) PLAN
$1.4M · 3 participants
NORMANS AIR FREIGHT SERV CO IN
NORMANS AIR FREIGHT SERV CO IN 401(K) PROFIT SHARING PLAN & TRUST
100
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.
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.4M · 29 participants
M.W. BEVINS COMPANY, INC.
M.W. BEVINS COMPANY, INC. 401(K) PLAN
$1.4M · 24 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
