Original filing (PDF)20251008142226NAL0013989874001

ROULEAU ORTHODONTICS DENTAL PRACTICE

Name: ROULEAU ORTHODONTICS DENTAL PRACTICE — ROULEAU ORTHODONTICS DENTAL PRACTICE 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: ROULEAU ORTHODONTICS DENTAL PRACTICE

Form 5500-SF

FILING_RECEIVED

ROULEAU ORTHODONTICS DENTAL PRACTICE 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.9M

Net assets (EOY)

$9.9M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROULEAU ORTHODONTICS DENTAL PRACTICE.

Plan sponsor

Name

ROULEAU ORTHODONTICS DENTAL PRACTICE

EIN

77-0101812

Address

1020 RUNNYMEAD COURT · LOS ALTOS, CA · 94024

Phone

(650) 964-6400

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-08

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

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.

Service providers (Schedule C)

Small plans don't disclose service providers

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