· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
MOSER AND SALVATIERRA PARTNERSHIP — MOSER AND SALVATIERRA PARTNERSHIP PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250220130201NAL0005167489001
MOSER AND SALVATIERRA PARTNERSHIP
Form 5500-SF
FILING_RECEIVED
MOSER AND SALVATIERRA PARTNERSHIP PLAN
401(k) retirement plan
Active participants
20
Accounts w/ balance
13
Plan assets (EOY)
$1.8M
Net assets (EOY)
$1.8M
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
MOSER AND SALVATIERRA PARTNERSHIP
.
Find decision makers
Plan sponsor
Name
MOSER AND SALVATIERRA PARTNERSHIP
EIN
68-0423070
Address
12344 FAIR OAKS BLVD., SUITE A · FAIR OAKS, CA · 95628
Phone
(916) 721-3368
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
2025-02-20
Pension benefit codes
2A · Age/service weighted or new comparability
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)
3B · Covers self-employed individuals
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Dentists plans
IACULLI ORTHODONTICS PC
EAST COBB ORTHODONTICS RETIREMENT PLAN & TRUST
$1.8M · 9 participants
DANIEL K. MOOS, DDS
DANIEL K. MOOS, DDS 401(K) PLAN
$1.8M · 4 participants
NASSIM PIETSCH DDS, PS
NASSIM PIETSCH DDS, PS 401(K) PLAN
$1.8M · 11 participants
MURPHY HOFFMAN AND ASSOCIATES
ROUND ROCK DENTAL ASSOCIATES 401K PLAN
$1.8M · 67 participants
CASTLE PINES FAMILY DENTISTRY, P.C.
CASTLE PINES FAMILY DENTISTRY, P.C. CASH BALANCE PLAN
80
Knocking points off
65% 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.
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.
$1.8M · 8 participants
SATISH M BHAMBHANI
SATISH M BHAMBHANI 401(K) PROFIT SHARING PLAN & TRUST
$1.8M · 1 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
