How big is Jim Alderete, DDS' plan?

Jim Alderete, DDS' plan reported $1.4M in assets and 5 participants for 2024.

Original filing (PDF)20250916124931NAL0001975761001

Jim Alderete, DDS

Name: Jim Alderete, DDS — Jim Alderete, DDS 401(k) Profit, Form 5500 (2024)
Creator: Jim Alderete, DDS
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jim Alderete, DDS 401(k) Profit Sharing Plan

401(k) retirement plan · Jim Alderete, DDS' Jim Alderete, DDS 401(k) Profit Sharing Plan held $1.4M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan identifiers

Jim Alderete, DDS' EIN is 46-0531449.

EIN 46-0531449

Plan number 001

Plan year 2024

ACK ID 20250916124931NAL0001975761001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jim Alderete, DDS from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jim Alderete, DDS' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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 (91st percentile).

Plan sponsor

Name

JIM ALDERETE, DDS

EIN

all filings

Address

2820 DAUBENBISS AVE · SOQUEL, CA · 95073

Phone

(831) 688-3930

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator