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R KELLY DDS INC — R KELLY DDS INC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250429153130NAL0001390258001
R KELLY DDS INC
Form 5500-SF
FILING_RECEIVED
R KELLY DDS INC 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
7
Accounts w/ balance
3
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
R KELLY DDS INC
.
Find decision makers
Plan sponsor
Name
R KELLY DDS INC
EIN
76-0701602
Address
951 N TUSTIN ST · ORANGE, CA · 928675902
Phone
(714) 532-3331
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
2025-04-29
Pension benefit codes
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
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LEPINE DENTISTRY LLC 401(K) PLAN
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Knocking points off
Only 43% as many balances as active participants — suggests many active employees aren't deferring.
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.
$1.3M · 17 participants
FOSTER ORTHODONTICS, PLLC
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