Original filing (PDF)20250619155514NAL0004892432001

VILLALUZ & RODRIGUEZ, PS

Name: VILLALUZ & RODRIGUEZ, PS — SOUTH VIEW FAMILY DENTAL RETIREMENT PLAN, Form 5500 (2024)
Creator: VILLALUZ & RODRIGUEZ, PS

Form 5500-SF

FILING_RECEIVED

SOUTH VIEW FAMILY DENTAL RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$921K

Net assets (EOY)

$921K

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 (92nd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for VILLALUZ & RODRIGUEZ, PS.

Plan sponsor

Name

VILLALUZ & RODRIGUEZ, PS

DBA

SOUTH VIEW FAMILY DENTAL

EIN

26-0029969

Address

3200 SOUTHEAST 16TH AVENUE · SUITE 207 · VANCOUVER, WA · 98683

Phone