Back to filter
Original filing (PDF)20250708184336NAL0002428819001
DAVID BAKER, D.M.D., P.C
Form 5500-SF
FILING_RECEIVED
DAVID BAKER, D.M.D., P.C RETIREMENT TRUST
401(k) retirement plan
Active participants
8
Accounts w/ balance
9
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
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 DAVID BAKER, D.M.D., P.C.
Plan sponsor
Name
DAVID BAKER, D.M.D., P.C
EIN
45-2728319
Address
1692 B HOSPITAL DRIVE · SUITE 201 B · SANTA FE, NM · 87505
Phone
(505) 988-1187
Industry
All Other Professional Services· Professional & Technical Servicessee 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
2025-07-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
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 All Other Professional Services plans
ECOLOGIC ENTOMOLOGY, LLC
ECOLOGIC ENTOMOLOGY LLC 401 K PROFIT SHARING PLAN TRUST
$1.1M · 25 participants
COLUMBIA BENEFITS CONSULTANTS, INC. - CBC RETIREMENT PARTNERS
COLUMBIA BENEFITS CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN AND TRUST
$1.1M · 10 participants
GILES & KENDALL, INC.
GILES & KENDALL, INC. RETIREMENT PLAN
$1.1M · 23 participants
PROJECT C.A.M.P., INC. DBA THE CENTER FOR COURAGEOUS KIDS
PROJECT C.A.M.P., INC. 401(K) PROFIT SHARING PLAN & TRUST
$1.1M · 27 participants
COMPONENTS APPLICATIONS, INC.
COMPONENTS APPLICATIONS, INC. EMPLOYEES' PROFIT-SHARING PLAN
$1.1M · 1 participants
DATALINK NETWORKS, INC.
DATALINK NETWORKS, INC. 401K PLAN
$1.1M · 39 participants
Large plans in New Mexico
LAWRENCE LIVERMORE NAT'L SECURITY, LLC AND TRIAD NAT'L SECURITY, LLC
LAWRENCE LIVERMORE NAT'L SECURITY,LLC AND TRIAD NAT'L SECURITY LLC DEFINED BENEFIT PENSION PLAN GROUP TRUST
$10.2B
NATIONAL TECHNOLOGY & ENGINEERING SOLUTIONS OF SANDIA, LLC
NTESS SAVINGS AND INCOME PLAN
$7.2B · 15,950 participants
NATIONAL TECHNOLOGY & ENGINEERING SOLUTIONS OF SANDIA, LLC
NTESS RETIREMENT INCOME PLAN
$6.2B · 3,118 participants
TRIAD NATIONAL SECURITY, LLC
TRIAD DEFINED BENEFIT PENSION PLAN
$5.6B · 1,851 participants
TRIAD NATIONAL SECURITY, LLC
TRIAD DEFINED CONTRIBUTION PLANS MASTER TRUST
$3.3B
TRIAD NATIONAL SECURITY, LLC
TRIAD 401(K) RETIREMENT PLAN
$2.5B · 12,888 participants