· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
RICHARD DIAZ DDS, D.D.S., INC. — RICHARD DIAZ DDS, D.D.S., INC. PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250504073454NAL0006760417001
RICHARD DIAZ DDS, D.D.S., INC.
Form 5500-SF
FILING_RECEIVED
RICHARD DIAZ DDS, D.D.S., INC. PROFIT SHARING PLAN
401(k) retirement plan
Active participants
3
Accounts w/ balance
3
Plan assets (EOY)
$2.5M
Net assets (EOY)
$2.5M
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
RICHARD DIAZ DDS, D.D.S., INC.
.
Find decision makers
Plan sponsor
Name
RICHARD DIAZ DDS, D.D.S., INC.
EIN
55-0755738
Address
2716 WOLFE DR · KNOXVILLE, MD · 217588802
Phone
(301) 788-9036
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
2025-05-04
Pension benefit codes
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Dentists plans
PENINSULA PEDIATRIC DENTISTRY
PENINSULA PEDIATRIC DENTISTRY 401(K) PLAN
$2.5M
EDWARD GOTTESMAN, D.D.S., P.C.
EDWARD GOTTESMAN DDS, P.C. 401(K) PLAN
$2.5M · 10 participants
OCHOA COLEMAN ORTHODONTICS, PLLC
OCHOA COLEMAN ORTHODONTICS RETIREMENT PLAN & TRUST
$2.5M · 15 participants
KEALAKEKUA DENTAL, LLC
KEALAKEKUA DENTAL RETIREMENT PLAN & TRUST
$2.5M · 9 participants
MINOT DENTISTRY PC
DENTAL CARE ASSOCIATES OF MINOT RETIREMENT PLAN & TRUST
100
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.
$2.5M · 10 participants
ARNOLD M. LIEBERMAN, D.D.S. & VASILIOS D. MESIMERIS, D.M.D., P.C.
ARNOLD M. LIEBERMANN D.D.S. & VASILIOS D. MESIMERIS, D.M.D, PC PENSION PLAN
$2.5M · 15 participants
Large plans in Maryland
LOCKHEED MARTIN CORPORATION
LMC DEFINED CONTRIBUTION MASTER TRUST
$56.1B
LOCKHEED MARTIN CORPORATION
LOCKHEED MARTIN CORPORATION SALARIED SAVINGS PLAN
$51.4B · 94,445 participants
T. ROWE PRICE TRUST COMPANY
T. ROWE PRICE INSTITUTIONAL COMMON TRUST FUND, T. ROWE PRICE GROWTH STOCK TRUST
$36.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2040 TRUST
$35.2B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2030 TRUST
$35.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE U.S. VALUE EQUITY TRUST
$32.2B