Original filing (PDF)20251003124750NAL0000859907001

NANCY R PATEL DDS INC.

Name: NANCY R PATEL DDS INC. — NANCY R PATEL DDS INC. 401 (K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: NANCY R PATEL DDS INC.

Form 5500-SF

FILING_RECEIVED

NANCY R PATEL DDS INC. 401 (K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$456K

Net assets (EOY)

$456K

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 (96th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NANCY R PATEL DDS INC..

Plan sponsor

Name

NANCY R PATEL DDS INC.

EIN

26-3897129all filings

Address

1579 S. SAN JACINTO AVE. · STE A · SAN JACINTO, CA · 92583

Phone

(951) 654-3300

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