Back to filter
Original filing (PDF)20250815160632NAL0013018464001
YURI KANEDA
Form 5500-SF
FILING_RECEIVED
YURI KANEDA 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
6
Accounts w/ balance
7
Plan assets (EOY)
$2.6M
Net assets (EOY)
$2.6M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for YURI KANEDA.
Plan sponsor
Name
YURI KANEDA
EIN
33-0675438
Address
1415 RIDGEBACK ROAD, SUITE 24 · CHULA VISTA, CA · 919106990
Phone
(619) 479-5131
Industry
Offices of Dentists· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Offices of Dentists plans
ENDODONTICS ASSOCIATES PLLC
ENDODONTICS ASSOCIATES LLP 401K PROFIT SHARING PLAN
$2.6M · 6 participants
HEATHER T. HUDKINS, DDS, P.C.
HEATHER T. HUDKINS, DDS, PC 401(K) PROFIT SHARING PLAN
$2.6M · 10 participants
JASON D. LEWIS, DDS, PA DBA BARTRAM DENTAL CENTER
BARTRAM DENTAL CENTER 401(K) PLAN
$2.6M · 15 participants
DAVID L VAN WORMER, DDS, PC
DAVID L VAN WORMER, DDS, PC PROFIT SHARING PLAN
$2.6M · 9 participants
SIERRA DENTAL, LLC
SIERRA DENTAL, LLC RETIREMENT PLAN
$2.6M · 6 participants
KRIS K SWANSON, DDS, PS
KRIS K SWANSON, DDS, PS 401(K) PLAN
$2.6M · 11 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B