Original filing (PDF)20251006123150NAL0003410497001

JAMES A. HODDICK, DDS 401(K) SALARY DEF.

Name: JAMES A. HODDICK, DDS 401(K) SALARY DEF. — JAMES A. HODDICK DDS & THOMAS J. BALAZS DDS 401K PLAN, Form 5500 (2024)
Creator: JAMES A. HODDICK, DDS 401(K) SALARY DEF.

Form 5500-SF

FILING_RECEIVED

JAMES A. HODDICK DDS & THOMAS J. BALAZS DDS 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

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 JAMES A. HODDICK, DDS 401(K) SALARY DEF..

Plan sponsor

Name

JAMES A. HODDICK, DDS 401(K) SALARY DEF.

EIN

20-8116541

Address

432 DELAWARE STREET · TONAWANDA, NY · 14150

Phone

—

Industry

Offices of Dentists· Health Care & Social Assistancesee 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

2025-10-06

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

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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