How big is Robert D. Havis, D.D.S., a Professional Corporation's plan?

Robert D. Havis, D.D.S., a Professional Corporation's plan reported $3.5M in assets and 4 participants for 2024.

Original filing (PDF)20251010180013NAL0004844659001

Robert D. Havis, D.D.S., a Professional Corporation

Name: Robert D. Havis, D.D.S., a Professional Corporation — Form 5500 Plan 001 (2024)
Creator: Robert D. Havis, D.D.S., a Professional Corporation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Robert D. Havis, D.D.S. 401(k) Profit Sharing Plan

401(k) retirement plan · Robert D. Havis, D.D.S., a Professional Corporation's Robert D. Havis, D.D.S. 401(k) Profit Sharing Plan held $3.5M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

Plan identifiers

Robert D. Havis, D.D.S., a Professional Corporation's EIN is 71-0958620.

EIN 71-0958620

Plan number 001

Plan year 2024

ACK ID 20251010180013NAL0004844659001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Robert D. Havis, D.D.S., a Professional Corporation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Robert D. Havis, D.D.S., a Professional Corporation'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 ROBERT D. HAVIS, D.D.S., A PROFESSIONAL CORPORATION.

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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 (90th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

ROBERT D. HAVIS, D.D.S., A PROFESSIONAL CORPORATION

EIN

all filings

Address

5363 BALBOA BLVD., SUITE 434 · ENCINO, CA · 913162839

Phone

(818) 788-1860

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator