Original filing (PDF)20250523220117NAL0006451984011

ROGER T TRAN DDS INC. A FAMILY DENTISTRY

Name: ROGER T TRAN DDS INC. A FAMILY DENTISTRY — ROGER T. TRAN, DDS, INC. DBA A FAMILY DENTISTRY 401(K) PLAN, Form 5500 (2024)
Creator: ROGER T TRAN DDS INC. A FAMILY DENTISTRY

Form 5500-SF

FILING_RECEIVED

ROGER T. TRAN, DDS, INC. DBA A FAMILY DENTISTRY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$931K

Net assets (EOY)

$931K

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 (93rd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROGER T TRAN DDS INC. A FAMILY DENTISTRY.

Plan sponsor

Name

ROGER T TRAN DDS INC. A FAMILY DENTISTRY

EIN

27-0026260all filings

Address

3780 EL CAJON BLVD · #1 · SAN DIEGO, CA · 92105

Phone

(619) 265-2467

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator