Back to filter
Original filing (PDF)20251007102439NAL0004434865001
ERIK A. STALDER DDS
Form 5500-SF
FILING_RECEIVED
ERIK A. STALDER DDS 401(K) PLAN & TRUST
401(k) retirement plan
Active participants
7
Accounts w/ balance
10
Plan assets (EOY)
$1.7M
Net assets (EOY)
$1.7M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ERIK A. STALDER DDS.
Plan sponsor
Name
ERIK A. STALDER DDS
EIN
27-2437267
Address
5922 WAVERLY AVE · LA JOLLA, CA · 92037
Phone
(858) 349-8406
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
2025-10-07
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
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 providersRelated plans
Similar-size Offices of Dentists plans
BARNEY M. HOM
BARNEY M. HOM 401(K) PROFIT SHARING PLAN
$1.7M · 8 participants
KARINA SPIVAK DMD LLC
KARINA SPIVAK DMD LLC CASH BALANCE PENSION PLAN
$1.7M · 8 participants
BOULDER ORAL SURGERY
BOULDER ORAL SURGERY 401(K) PROFIT SHARING PLAN
$1.7M · 11 participants
AMBER DENTAL
AMBER DENTAL 401(K) PLAN
$1.7M · 7 participants
ERIC M. WALLACE, D.D.S., PC
ERIC M. WALLACE, D.D.S. 401(K) PLAN AND TRUST
$1.7M · 5 participants
GROWING SMILES, PC
GROWING SMILES 401(K) PLAN
$1.7M · 16 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B