· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
KELLY GIANNETTI, DMD & THAIS C BOOMS DDS, A PROFESSIONAL CORPORATION — KELLY GIANNETTI, DMD & THAIS C BOOMS DDS, A PROFESSIONAL CORPORATION 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250430144753NAL0002893872001
KELLY GIANNETTI, DMD & THAIS C BOOMS DDS, A PROFESSIONAL CORPORATION
Form 5500-SF
FILING_RECEIVED
KELLY GIANNETTI, DMD & THAIS C BOOMS DDS, A PROFESSIONAL CORPORATION 401(K) PLAN
401(k) retirement plan
Active participants
20
Accounts w/ balance
11
Plan assets (EOY)
$2.3M
Net assets (EOY)
$2.3M
Plan health score (directional)
86
/ 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
KELLY GIANNETTI, DMD & THAIS C BOOMS DDS, A PROFESSIONAL CORPORATION
.
Find decision makers
Plan sponsor
Name
KELLY GIANNETTI, DMD & THAIS C BOOMS DDS, A PROFESSIONAL CORPORATION
EIN
47-4321144
Address
2650 21ST STREET · SUITE 8 · SACRAMENTO, CA · 95818
Phone
(916) 452-3584
Industry
Offices of Dentists
· Health Care & Social Assistance
see 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
2025-04-30
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Dentists plans
PERIODONTAL IMPLANT ASSOCIATES
PERIODONTAL IMPLANT ASSOCIATES CASH BALANCE PLAN
$2.3M · 9 participants
YUSUKE SUZUKI D M D INC.
YUSUKE SUZUKI DMD 401(K) PLAN
$2.3M · 8 participants
JAMES HOUSTON KELLY, DDS, PA.
JAMES HOUSTON KELLY, DDS, PA 401(K) PROFIT SHARING PLAN AND TRUST
$2.3M · 6 participants
STEVEN D. COLLINS, DDS, APDC
STEVEN D. COLLINS, DDS, APDC 401(K) PLAN
$2.3M · 6 participants
VERMETTE ORTHODONTICS, PA
VERMETTE ORTHODONTICS, PA CASH BALANCE PLAN
80
Knocking points off
55% balance-to-active ratio — below typical for a healthy 401(k).
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$2.3M · 9 participants
E C CALLEJO D.D.S. INC.
EC CALLEJO DDS INC 401K PLAN
$2.3M · 6 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
