How big is Elena Heredia, DDS, Inc.'s plan?

Elena Heredia, DDS, Inc.'s plan reported $795K in assets and 6 participants for 2025.

Original filing (PDF)20260506174810NAL0002542992001

Elena Heredia, DDS, Inc.

Name: Elena Heredia, DDS, Inc. — Elena Heredia, DDS, Inc., Form 5500 (2025)
Creator: Elena Heredia, DDS, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Elena Heredia, DDS, Inc. 401(k) Plan

401(k) retirement plan · Elena Heredia, DDS, Inc.'s Elena Heredia, DDS, Inc. 401(k) Plan held $795K in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$795K

Net assets (EOY)

$795K

Plan identifiers

Elena Heredia, DDS, Inc.'s EIN is 46-4113845.

EIN 46-4113845

Plan number 001

Plan year 2025

ACK ID 20260506174810NAL0002542992001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Elena Heredia, DDS, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Elena Heredia, DDS, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

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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

ELENA HEREDIA, DDS, INC.

EIN

all filings

Address

3210 FILLMORE ST, STE 2 · SAN FRANCISCO, CA · 94123

Phone

(415) 921-4132

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator