How big is James R. Waters DDS MSD PA's plan?

James R. Waters DDS MSD PA's plan reported $991K in assets and 2 participants for 2024.

Original filing (PDF)20250430110938NAL0003678578001

James R. Waters DDS MSD PA

Name: James R. Waters DDS MSD PA — James R. Waters DDS MSD, Form 5500 (2024)
Creator: James R. Waters DDS MSD PA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

James R. Waters DDS MSD PA 401(k) Plan

401(k) retirement plan · James R. Waters DDS MSD PA's James R. Waters DDS MSD PA 401(k) Plan held $991K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$991K

Net assets (EOY)

$991K

People on this filing

Dr. James Waters signed James R. Waters DDS MSD PA's 2024 Form 5500 as plan administrator.

Dr. James Waters — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

James R. Waters DDS MSD PA's EIN is 75-3003101.

EIN 75-3003101

Plan number 001

Plan year 2024

ACK ID 20250430110938NAL0003678578001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for James R. Waters DDS MSD PA from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

James R. Waters DDS MSD PA's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JAMES R. WATERS DDS MSD PA.

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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 (98th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

JAMES R. WATERS DDS MSD PA

EIN

all filings

Address

820 N. CANAL ST · CARLSBAD, NM · 88220

Phone

(575) 885-2020

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator