How big is Eric Edstrom DDS MS PC and ADAM Swenson DMD MS PC's plan?

Eric Edstrom DDS MS PC and ADAM Swenson DMD MS PC's plan reported $2.3M in assets and 12 participants for 2024.

Original filing (PDF)20250921234318NAL0006825074001

Eric Edstrom DDS MS PC and ADAM Swenson DMD MS PC

Name: Eric Edstrom DDS MS PC and ADAM Swenson DMD MS PC — Form 5500 Plan 001 (2024)
Creator: Eric Edstrom DDS MS PC and ADAM Swenson DMD MS PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Eric Edstrom DDS MS PC and ADAM Swenson DMD MS PC 401(k) Profit Sharin

401(k) retirement plan · Eric Edstrom DDS MS PC and ADAM Swenson DMD MS PC's Eric Edstrom DDS MS PC and ADAM Swenson DMD MS PC 401(k) Profit Sharin held $2.3M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

People on this filing

ADAM Swenson signed Eric Edstrom DDS MS PC and ADAM Swenson DMD MS PC's 2024 Form 5500 as plan administrator.

ADAM Swenson — 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

Eric Edstrom DDS MS PC and ADAM Swenson DMD MS PC's EIN is 77-0365071.

EIN 77-0365071

Plan number 001

Plan year 2024

ACK ID 20250921234318NAL0006825074001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Eric Edstrom DDS MS PC and ADAM Swenson DMD MS PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Eric Edstrom DDS MS PC and ADAM Swenson DMD MS PC'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 ERIC EDSTROM DDS MS PC AND ADAM SWENSON DMD MS PC.

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

Plan sponsor

Name

ERIC EDSTROM DDS MS PC AND ADAM SWENSON DMD MS PC

EIN

all filings

Address

2780 STATE STREET, SUITE 4 · SANTA BARBARA, CA · 93105

Phone

(805) 364-1844

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator