Original filing (PDF)20250422114652NAL0002276595001

ALAN L FRAME D D S INC

Name: ALAN L FRAME D D S INC — ALAN L FRAME D D S INC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: ALAN L FRAME D D S INC

Form 5500-SF

FILING_RECEIVED

ALAN L FRAME D D S INC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

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 ALAN L FRAME D D S INC.

Plan sponsor

Name

ALAN L FRAME D D S INC

EIN

81-2842883

Address

225 WASHINGTON ST STE 110 · SANTA CLARA, CA · 950505977

Phone

(408) 244-3562

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

2025-04-22

Pension benefit codes

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

NORTH SUBURBAN ORAL SURGERY LTD

NORTH SUBURBAN ORAL SURGERY LTD PROFIT SHARING AND SAVINGS PLAN

$3.7M · 19 participants

PARKVIEW DENTAL ASSOCIATES, S.C.

PARKVIEW DENTAL ASSOCIATES, S.C. 401(K) PROFIT SHARING PLAN

$3.7M · 21 participants

ORTHODONTIC ASSOCIATES OF GREENVILLE, PA

ORTHODONTIC ASSOCIATES OF GREENVILLE, P.A. 401(K) PROFIT SHARING PLAN

$3.7M · 11 participants

KATHRYN JODRY, D.D.S.

KATHRYN JODRY, D.D.S. PROFIT SHARING PLAN

$3.7M · 6 participants

FALLS DENTAL CENTRE