· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
WAEL ALFY DDS INC. — WAEL ALFY DDS INC. 401(K) PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250619175244NAL0008323874001
WAEL ALFY DDS INC.
Form 5500-SF
FILING_RECEIVED
WAEL ALFY DDS INC. 401(K) PLAN & TRUST
401(k) retirement plan
Active participants
29
Accounts w/ balance
23
Plan assets (EOY)
$1.5M
Net assets (EOY)
$1.5M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
WAEL ALFY DDS INC.
.
Find decision makers
Plan sponsor
Name
WAEL ALFY DDS INC.
EIN
81-5411306
Address
2440 FREMONT STREET , STE 211 · MONTEREY, CA · 93940
Phone
(402) 617-9242
Industry
Offices of Dentists
· Health Care & Social Assistance
see 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
2025-06-19
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
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
DAMON P SZYMANOWSKI DMD INC
DAMON P SZYMANOWSKI DMD INC 401K PROFIT SHARING PLAN
$1.5M · 13 participants
SOUTHEAST IOWA ORTHODONTICS PC
SOUTHEAST IOWA ORTHODONTICS, P.C. EMPLOYEES' PROFIT SHARING PLAN AND TRUST
$1.5M · 8 participants
ENGEL AND HABASHI, DDS, PLLC
ENGEL INSTITUTE, INC 401(K) RETIREMENT PLAN
$1.5M · 11 participants
RICHARD CHAMPAGNE, DMD MAGD
RICHARD CHAMPAGNE, DMD CASH BALANCE PLAN
$1.5M · 17 participants
TAYLOR ORTHODONTICS, LLC
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
TAYLOR ORTHODONTICS, LLC 401(K) PLAN
$1.5M · 20 participants
HANNAH ORTHODONTICS, D.D.S., P.A.
HANNAH ORTHODONTICS, D.D.S., P.A. 401(K) PROFIT SHARING PLAN
$1.5M · 26 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
