Original filing (PDF)20250417220914NAL0001015507041

SHILPI CHOVATIA DDS INC.

Name: SHILPI CHOVATIA DDS INC. — SHILPI CHOVATIA DDS INC. 401(K) PLAN, Form 5500 (2024)
Creator: SHILPI CHOVATIA DDS INC.

Form 5500-SF

FILING_RECEIVED

SHILPI CHOVATIA DDS INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$76K

Net assets (EOY)

$76K

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 (24th 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 SHILPI CHOVATIA DDS INC..

Plan sponsor

Name

SHILPI CHOVATIA DDS INC.

EIN

83-4313398all filings

Address

307 VALLADO COURT · SAN RAMON, CA · 94583

Phone

(510) 449-3955

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Name

GUIDELINE RK, LLC

EIN

30-1418950

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-17

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

JEFF L DI MARIANO

$76K · 5 participants

WALTER GENTRY MARTIN, DDS, PLLC

WALTER GENTRY MARTIN, DDS, PLLC CASH BALANCE PLAN

$76K · 3 participants

RONALD CODY, DMD

RONALD CODY, DMD 401(K) PLAN

$76K · 5 participants

MARK WHITFIELD DDS PA

MARK WHITFIELD DDS PA 401(K) PLAN

$76K · 6 participants

KERRI M HILL DDS INC

KERRI M HILL DDS INC 401(K) PLAN

$76K · 3 participants

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