· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
SAMER S ALASSAAD DDS INC — SAMER S ALASSAAD DDS INC 401K PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250326162345NAL0016130897001
SAMER S ALASSAAD DDS INC
Form 5500-SF
FILING_RECEIVED
SAMER S ALASSAAD DDS INC 401K PLAN & TRUST
401(k) retirement plan
Active participants
10
Accounts w/ balance
5
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
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
SAMER S ALASSAAD DDS INC
.
Find decision makers
Plan sponsor
Name
SAMER S ALASSAAD DDS INC
EIN
83-2513463
Address
635 ANDERSON ROAD SUITE 17 · DAVIS, CA · 95616
Phone
(530) 757-6453
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
2025-03-26
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Dentists plans
VIRK AND VIRK, P.C.
VIRK AND VIRK 401(K) PROFIT SHARING PLAN
$1.2M · 4 participants
MICHAEL P. HACKMAN, DMD, PC
MICHAEL P. HACKMAN, DMD, PC 401(K) RETIREMENT PLAN
$1.2M · 7 participants
AARON KENNEDY D.M.D. P.L.
AARON KENNEDY D.M.D. P.L. 401(K) P/S PLAN
$1.2M · 12 participants
CLINTON DENTAL CARE, INC.
CLINTON DENTAL CARE, INC. 401(K) PLAN
$1.2M · 12 participants
PERIODONTAL ASSOCIATES
PERIODONTAL ASSOCIATES CASH BALANCE PLAN
80
Knocking points off
50% balance-to-active ratio — below typical for a healthy 401(k).
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.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.2M · 10 participants
PENSKI, IRVIN, AFSHAR & ASSOCIATES PLLC
PENSKI, IRVIN, AFSHAR & ASSOCIATES PLLC CASH BALANCE PENSION PLAN
$1.2M · 8 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
