Original filing (PDF)20250617163745NAL0001750401001

CORY J. COSTANZO, D.D.S., M.S.

Name: CORY J. COSTANZO, D.D.S., M.S. — CORY J. COSTANZO, D.D.S. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: CORY J. COSTANZO, D.D.S., M.S.

Form 5500-SF

FILING_RECEIVED

CORY J. COSTANZO, D.D.S. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

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 CORY J. COSTANZO, D.D.S., M.S..

Plan sponsor

Name

CORY J. COSTANZO, D.D.S., M.S.

EIN

26-1468012

Address

7055 N. MAPLE AVE., SUITE 101 · FRESNO, CA · 93720

Phone

(559) 435-5033

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Name

CORY J. COSTANZO, D.D.S., M.S.

EIN

26-1468012

City

FRESNO, CA

Phone

(559) 435-5033

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-17

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

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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LAHAIR & GALLAGHER PEDIATRIC DENTISTRY & ORTHODONTICS, LLC