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JAVIER VALADEZ DDS, INC. — JAVIER VALADEZ DDS, INC. 401(K) PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250730171550NAL0004418193001
JAVIER VALADEZ DDS, INC.
Form 5500-SF
FILING_RECEIVED
JAVIER VALADEZ DDS, INC. 401(K) PLAN & TRUST
401(k) retirement plan
Active participants
49
Accounts w/ balance
20
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
JAVIER VALADEZ DDS, INC.
.
Find decision makers
Plan sponsor
Name
JAVIER VALADEZ DDS, INC.
EIN
82-1133500
Address
8881 FLETCHER PARKWAY, SUITE 220 · LA MESA, CA · 91942
Phone
(619) 454-7821
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
2025-07-30
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)
3H · Sponsor in controlled / affiliated group
Service providers (Schedule C)
Small plans don't disclose service providers
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LISA LU DAVIS, DMD, INC.
LISA LU DAVIS, DMD, INC. 401(K) PLAN
$1.2M · 6 participants
65
Knocking points off
Only 41% as many balances as active participants — suggests many active employees aren't deferring.
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
DR. VINCENT VISSICHELLI AND ASSOCIATES DMD PA
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CASH EQUIVALENT FUND II
$125.0B
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BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
