How big is Heidi L. CHAN, D.D.S., Inc.'s plan?

Heidi L. CHAN, D.D.S., Inc.'s plan reported $796K in assets and 3 participants for 2024.

Original filing (PDF)20251010130641NAL0007758929001

Heidi L. CHAN, D.D.S., Inc.

Name: Heidi L. CHAN, D.D.S., Inc. — Heidi L. CHAN, D.D.S., Form 5500 (2024)
Creator: Heidi L. CHAN, D.D.S., Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Heidi L. CHAN, D.D.S., Inc. 401(k) Plan

401(k) retirement plan · Heidi L. CHAN, D.D.S., Inc.'s Heidi L. CHAN, D.D.S., Inc. 401(k) Plan held $796K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$796K

Net assets (EOY)

$796K

Plan identifiers

Heidi L. CHAN, D.D.S., Inc.'s EIN is 68-0491437.

EIN 68-0491437

Plan number 001

Plan year 2024

ACK ID 20251010130641NAL0007758929001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Heidi L. CHAN, D.D.S., Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Heidi L. CHAN, D.D.S., Inc.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HEIDI L. CHAN, D.D.S., INC..

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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 average account balance (94th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

HEIDI L. CHAN, D.D.S., INC.

EIN

all filings

Address

9241 RESEDA BLVD., SUITE 104 · NORTHRIDGE, CA · 91324

Phone

(818) 709-4400

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator