How big is Andrew Balshaw DDS, PC's plan?

Andrew Balshaw DDS, PC's plan reported $515K in assets and 5 participants for 2024.

Original filing (PDF)20251010083332NAL0012654384001

Andrew Balshaw DDS, PC

Name: Andrew Balshaw DDS, PC — Andrew Balshaw DDS, PC, Form 5500 (2024)
Creator: Andrew Balshaw DDS, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Andrew Balshaw DDS, PC 401(k) Plan

401(k) retirement plan · Andrew Balshaw DDS, PC's Andrew Balshaw DDS, PC 401(k) Plan held $515K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$515K

Net assets (EOY)

$515K

Plan identifiers

Andrew Balshaw DDS, PC's EIN is 82-2477478.

EIN 82-2477478

Plan number 001

Plan year 2024

ACK ID 20251010083332NAL0012654384001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Andrew Balshaw DDS, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Andrew Balshaw DDS, PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ANDREW BALSHAW DDS, PC.

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Plan health score

Top-tier plan health

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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (93rd percentile).

Plan sponsor

Name

ANDREW BALSHAW DDS, PC

EIN

all filings

Address

2780 STATE STREET · SUITE 14 · SANTA BARBARA, CA · 93105

Phone

(805) 687-9902

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator