Original filing (PDF)20250630083328NAL0028370674001

KEVIN STEWART DMD INC

Name: KEVIN STEWART DMD INC — KEVIN STEWART DMD INC. 401(K) PLAN, Form 5500 (2024)
Creator: KEVIN STEWART DMD INC

Form 5500-SF

FILING_RECEIVED

KEVIN STEWART DMD INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$620K

Net assets (EOY)

$620K

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 average account balance (85th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KEVIN STEWART DMD INC.

Plan sponsor

Name

KEVIN STEWART DMD INC

EIN

83-0780510all filings

Address

7855 FAY AVE · SUITE 210 · LA JOLLA, CA · 92037

Phone

(412) 720-4170

Industry