Original filing (PDF)20241015180104NAL0017006595001

FRED C STALLEY DDS INC

Name: FRED C STALLEY DDS INC — FRED C STALLEY DDS INC 401(K) PS PLAN & TRUST, Form 5500 (2023)
Creator: FRED C STALLEY DDS INC

Form 5500-SF

FILING_RECEIVED

FRED C STALLEY DDS INC 401(K) PS PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FRED C STALLEY DDS INC.

Plan sponsor

Name

FRED C STALLEY DDS INC

EIN

36-4374893

Address

2511 ARTESIA BLVD · REDONDO BEACH, CA · 90278

Phone

(310) 542-6988

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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

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