How big is CHAD D Wallace DDS, PLLC's plan?

CHAD D Wallace DDS, PLLC's plan reported $3.0M in assets and 6 participants for 2024.

Original filing (PDF)20250724091123NAL0010921442001

CHAD D Wallace DDS, PLLC

Name: CHAD D Wallace DDS, PLLC — CHAD D Wallace DDS PLLC, Form 5500 (2024)
Creator: CHAD D Wallace DDS, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CHAD D Wallace DDS PLLC 401(k) Plan

401(k) retirement plan · CHAD D Wallace DDS, PLLC's CHAD D Wallace DDS PLLC 401(k) Plan held $3.0M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

Plan identifiers

CHAD D Wallace DDS, PLLC's EIN is 30-0858606.

EIN 30-0858606

Plan number 001

Plan year 2024

ACK ID 20250724091123NAL0010921442001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for CHAD D Wallace DDS, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

CHAD D Wallace DDS, PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CHAD D WALLACE DDS, PLLC.

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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