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ELENA HEREDIA, DDS, INC. — ELENA HEREDIA, DDS, INC. CASH BALANCE PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250509232211NAL0014263057001
ELENA HEREDIA, DDS, INC.
Form 5500-SF
FILING_RECEIVED
ELENA HEREDIA, DDS, INC. CASH BALANCE PLAN
Defined-benefit pension plan
Active participants
8
Accounts w/ balance
—
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ELENA HEREDIA, DDS, INC.
.
Find decision makers
Plan sponsor
Name
ELENA HEREDIA, DDS, INC.
EIN
46-4113845
Address
3210 FILLMORE ST, STE 2 · SAN FRANCISCO, CA · 94123
Phone
(415) 921-4132
Industry
Offices of Dentists
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-10
Pension benefit codes
1C · Cash balance or similar hybrid DB
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 providers
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C. STEPHEN CALDWELL, D.D.S., P.A. CASH BALANCE PENSION PLAN & TRUST
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WESTAMPTON DENTAL LLC
WESTAMPTON DENTAL LLC 401(K) PROFIT SHARING PLAN & TRUST
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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.
$1.2M · 12 participants
JOEL HIMELFARB, D.M.D., P.C.
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$125.0B
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BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
