Original filing (PDF)20251009120850NAL0006547905001

DALE R. TRUDEAU, D.D.S., APC

Name: DALE R. TRUDEAU, D.D.S., APC — DALE R. TRUDEAU, D.D.S., APC 401 (K) PLAN, Form 5500 (2024)
Creator: DALE R. TRUDEAU, D.D.S., APC

Form 5500-SF

FILING_RECEIVED

DALE R. TRUDEAU, D.D.S., APC 401 (K) PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$698K

Net assets (EOY)

$698K

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 (89th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DALE R. TRUDEAU, D.D.S., APC.

Plan sponsor

Name

DALE R. TRUDEAU, D.D.S., APC

EIN

33-0605035all filings

Address

625 VALLEY AVENUE · SOLANA BEACH, CA · 92014

Phone

(858) 755-9775

Industry