How big is Grace Montero DDS' plan?

Grace Montero DDS' plan reported $2.3M in assets and 6 participants for 2024.

Original filing (PDF)20250616190652NAL0001151489001

Grace Montero DDS

Name: Grace Montero DDS — Form 5500 (2024)
Creator: Grace Montero DDS
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Grace Montero DDS

401(k) retirement plan · Grace Montero DDS held $2.3M in plan assets for 6 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

People on this filing

Grace Blenderman signed Grace Montero DDS' 2024 Form 5500 as plan administrator.

Grace Blenderman — 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

Grace Montero DDS' EIN is 77-0228496.

EIN 77-0228496

Plan number 001

Plan year 2024

ACK ID 20250616190652NAL0001151489001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Grace Montero DDS from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Grace Montero DDS' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GRACE MONTERO DDS.

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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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (6th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (96th percentile).

Plan sponsor

Name

GRACE MONTERO DDS

EIN

all filings

Address

6940 HIGHWAY 9 · FELTON, CA · 95018

Phone

(831) 457-0326

Industry

Offices of Dentists· Health Care & Social Assistance

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

2025-06-16

Pension benefit codes

2A · Age/service weighted or new comparability

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)

Service providers (Schedule C)

Small plans don't disclose service providers

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