How big is Sanna Charlie DDS PC's plan?

Sanna Charlie DDS PC's plan reported $182K in assets and 2 participants for 2024.

Original filing (PDF)20250917185523NAL0000831905001

Sanna Charlie DDS PC

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

Form 5500-SF

FILING_RECEIVED

Sanna Charlie DDS PC Retirement Plan

401(k) retirement plan · Sanna Charlie DDS PC's Sanna Charlie DDS PC Retirement Plan held $182K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$182K

Net assets (EOY)

$182K

Plan identifiers

Sanna Charlie DDS PC's EIN is 82-4033701.

EIN 82-4033701

Plan number 001

Plan year 2024

ACK ID 20250917185523NAL0000831905001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Sanna Charlie DDS PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SANNA CHARLIE 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 (97th percentile).

Plan sponsor

Name

SANNA CHARLIE DDS PC

EIN

all filings

Address

60 FENTON ST., STE. # 10 · LIVERMORE, CA · 94550

Phone

(925) 447-8635

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator