How big is Dale R. Trudeau, D.D.S., APC's plan?

Dale R. Trudeau, D.D.S., APC's plan reported $698K in assets and 10 participants for 2024.

Original filing (PDF)20251009120850NAL0006547905001

Dale R. Trudeau, D.D.S., APC

Name: Dale R. Trudeau, D.D.S., APC — Dale R. Trudeau, Form 5500 (2024)
Creator: Dale R. Trudeau, D.D.S., APC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Dale R. Trudeau, D.D.S., APC 401 (K) Plan

Defined-contribution retirement plan · Dale R. Trudeau, D.D.S., APC's Dale R. Trudeau, D.D.S., APC 401 (K) Plan held $698K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$698K

Net assets (EOY)

$698K

People on this filing

Dale Trudeau, D.D.S. signed Dale R. Trudeau, D.D.S., APC's 2024 Form 5500 as plan administrator.

Dale Trudeau, D.D.S. — 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

Dale R. Trudeau, D.D.S., APC's EIN is 33-0605035.

EIN 33-0605035

Plan number 001

Plan year 2024

ACK ID 20251009120850NAL0006547905001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Dale R. Trudeau, D.D.S., APC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Dale R. Trudeau, D.D.S., APC's plan includes profit-sharing, 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 DALE R. TRUDEAU, D.D.S., APC.

Finding similar companies…

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).

Plan sponsor

Name

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

EIN

all filings

Address

625 VALLEY AVENUE · SOLANA BEACH, CA · 92014

Phone

(858) 755-9775

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator