Original filing (PDF)20250707134521NAL0002014179001

ANTHONY DADDARIO

Name: ANTHONY DADDARIO — ANTHONY D'ADDARIO, DDS 401K PLAN, Form 5500 (2024)
Creator: ANTHONY DADDARIO

Form 5500-SF

FILING_RECEIVED

ANTHONY D'ADDARIO, DDS 401K PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$630K

Net assets (EOY)

$630K

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 average account balance (91st percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ANTHONY DADDARIO.

Plan sponsor

Name

ANTHONY DADDARIO

EIN

33-0891513all filings

Address

28202 CABOT RD. · SUITE 460 · LAGUNA NIGUEL, CA · 92677

Phone

(949) 364-5300

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-07

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

DEO DENTAL GROUP LLC

DEO DENTAL GROUP 401(K) PLAN

$630K · 3 participants

ANGELA OTT, D.D.S., INC. DBA CORNERSTONE DENTAL GROUP

ANGELA OTT, D.D.S., INC. DEFINED BENEFIT PLAN

$630K · 9 participants

LONGMONT COMPLETE DENTISTRY

LONGMONT COMPLETE DENTISTRY PROFIT SHARING PLAN

$630K · 9 participants

AF FAMILY DENTAL, INC.

AF FAMILY DENTAL, INC. 401(K) PROFIT SHARING PLAN

$630K · 2 participants

LISA M JORDAN DDS

LISA M JORDAN DDS 401(K) PROFIT SHARING PLAN & TRUST

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.