Original filing (PDF)20251008061708NAL0002815203001

PETER CUTLER & LISA GRUNDMANN, DDS A PARTNERSHIP

Name: PETER CUTLER & LISA GRUNDMANN, DDS A PARTNERSHIP — CUTLER & GRUNDMANN PROFIT SHARING 401K PLAN, Form 5500 (2024)
Creator: PETER CUTLER & LISA GRUNDMANN, DDS A PARTNERSHIP

Form 5500-SF

FILING_RECEIVED

CUTLER & GRUNDMANN PROFIT SHARING 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

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 PETER CUTLER & LISA GRUNDMANN, DDS A PARTNERSHIP.

Plan sponsor

Name

PETER CUTLER & LISA GRUNDMANN, DDS A PARTNERSHIP

EIN

77-0458855

Address

991 SARATOGA AVE., SUITE 210 · SAN JOSE, CA · 951292357

Phone

(408) 252-5575

Industry

Offices of Dentists· Health Care & Social Assistancesee 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

2025-10-08

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

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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