How big is Cally Adams DDS LLC's plan?

Cally Adams DDS LLC's plan reported $718K in assets and 6 participants for 2024.

Original filing (PDF)20250325180149NAL0007923747001

Cally Adams DDS LLC

Name: Cally Adams DDS LLC — Cally Adams DDS LLC 401(k), Form 5500 (2024)
Creator: Cally Adams DDS LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cally Adams DDS LLC 401(k) Retirement Plan

401(k) retirement plan · Cally Adams DDS LLC's Cally Adams DDS LLC 401(k) Retirement Plan held $718K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$718K

Net assets (EOY)

$718K

People on this filing

Cally Adams signed Cally Adams DDS LLC's 2024 Form 5500 as plan administrator.

Cally Adams — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Cally Adams DDS LLC's EIN is 27-3511100.

EIN 27-3511100

Plan number 001

Plan year 2024

ACK ID 20250325180149NAL0007923747001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Cally Adams DDS LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Cally Adams DDS LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CALLY ADAMS DDS LLC.

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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 (92nd percentile).

Plan sponsor

Name

CALLY ADAMS DDS LLC

EIN

all filings

Address

1325 S KIHEI ROAD · SUITE 108 · KIHEI, HI · 96753

Phone

(808) 875-4808

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator