Original filing (PDF)20250825100100NAL0013489328001

GARRICK F. WONG, DMD, LTD

Name: GARRICK F. WONG, DMD, LTD — GARRICK F. WONG, DMD, LTD. 401(K) PLAN, Form 5500 (2024)
Creator: GARRICK F. WONG, DMD, LTD

Form 5500-SF

FILING_RECEIVED

GARRICK F. WONG, DMD, LTD. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

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 GARRICK F. WONG, DMD, LTD.

Plan sponsor

Name

GARRICK F. WONG, DMD, LTD

EIN

26-0070268

Address

453 EAST PUTNAM AVE, 2ND FL · COS COB, CT · 06807

Phone

(203) 625-9888

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

2025-08-25

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

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

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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