Original filing (PDF)20250527170327NAL0005872385001

MONTE J. SMITH DDS AND ASSOCIATE

Name: MONTE J. SMITH DDS AND ASSOCIATE — MONTE J SMITH DDS 401(K) AND PROFIT SHARING PLAN, Form 5500 (2024)
Creator: MONTE J. SMITH DDS AND ASSOCIATE

Form 5500-SF

FILING_RECEIVED

MONTE J SMITH DDS 401(K) AND PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$527K

Net assets (EOY)

$527K

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 (97th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MONTE J. SMITH DDS AND ASSOCIATE.

Plan sponsor

Name

MONTE J. SMITH DDS AND ASSOCIATE

EIN

27-3525372all filings

Address

11230 GOLD EXPRESS DR. · STE 301 · GOLD RIVER, CA · 95670

Phone

(916) 548-6119

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