Original filing (PDF)20250911132121NAL0000340017001

GARRETT R. CRISWELL DDS MS INC.

Name: GARRETT R. CRISWELL DDS MS INC. — GARRETT R. CRISWELL DDS MS INC. 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: GARRETT R. CRISWELL DDS MS INC.

Form 5500-SF

FILING_RECEIVED

GARRETT R. CRISWELL DDS MS INC. 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan health score (directional)

/ 100

Grade B

Above-average plan

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 GARRETT R. CRISWELL DDS MS INC..

Plan sponsor

Name

GARRETT R. CRISWELL DDS MS INC.

EIN

46-3197951

Address

81 VIA ROBLES · MONTEREY, CA · 93940

Phone

(831) 869-2302

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

2025-09-11

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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JESSICA T. MEYERS, D.D.S., P.A.