Original filing (PDF)20250722144752NAL0002918097001

ERIC J ELLIS DDS PC

Name: ERIC J ELLIS DDS PC — ERIC J ELLIS DDS PC 401K PLAN, Form 5500 (2024)
Creator: ERIC J ELLIS DDS PC

Form 5500-SF

FILING_RECEIVED

ERIC J ELLIS DDS PC 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$30K

Net assets (EOY)

$30K

Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (5th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

ERIC J ELLIS DDS PC

EIN

83-1796524all filings

Address

2508 BAY AREA BLVD · SUITE 400 · HOUSTON, TX · 77058

Phone

(713) 253-4310

Industry

Offices of Dentists· Health Care & Social Assistancesee 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

2025-07-22

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

KIDS OFF BROADWAY DENTAL PLLC

KIDS OFF BROADWAY DENTAL PLLC - 401K

$30K · 4 participants

ASK FAMILY DENTISTRY LLC DBA ART OF DENTISTRY

ART OF DENTISTRY 401(K) PROFIT SHARING PLAN

$30K · 5 participants

BRYAN P HILL DDS PLLC

BRYAN P HILL DDS PLLC 401(K) PLAN

$30K · 13 participants

MDC RIPON LLC

MDC RIPON SC 401K PLAN

$30K

GREAT FALLS DENTAL

GREAT FALLS DENTAL EMPLOYEES' PROFIT SHARING PLAN

$30K · 7 participants

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.