Original filing (PDF)20250411220638NAL0013045171048

PAUL CATER DDS AND DONNA GALANTE DMD, INC.

Name: PAUL CATER DDS AND DONNA GALANTE DMD, INC. — PAUL CATER DDS DBA 401(K) PLAN, Form 5500 (2024)
Creator: PAUL CATER DDS AND DONNA GALANTE DMD, INC.

Form 5500-SF

FILING_RECEIVED

PAUL CATER DDS DBA 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$46K

Net assets (EOY)

$46K

Plan health score

Above-average plan

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 (24th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PAUL CATER DDS AND DONNA GALANTE DMD, INC..

Plan sponsor

Name

PAUL CATER DDS AND DONNA GALANTE DMD, INC.

EIN

77-0471480all filings

Address

1364 WHISPERING PINES LN · STE 1 · GRASS VALLEY, CA · 95945

Phone

(530) 274-4411

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator