Back to filter
Original filing (PDF)20250705145513NAL0001209523001
CARLOS A. CADENA DPM PC
Form 5500-SF
FILING_RECEIVED
CARLOS A. CADENA, DPM, PC PROFIT SHARING PLAN
401(k) retirement plan
Active participants
22
Accounts w/ balance
16
Plan assets (EOY)
$3.3M
Net assets (EOY)
$3.3M
Plan health score (directional)
89
/ 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
100
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CARLOS A. CADENA DPM PC.
Plan sponsor
Name
CARLOS A. CADENA DPM PC
EIN
85-0457715
Address
2800 DORAL COURT · SUITE A · LAS CRUCES, NM · 88011
Phone
(575) 521-0055
Industry
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
2025-07-05
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Health Care & Social Assistance plans
THOMAS L. RETZIOS, D.P.M
THOMAS L. RETZIOS, DPM PROFIT SHARING PLAN
$3.3M · 5 participants
JAMES ADLEBERG, DPM, PA
JAMES ADLEBERG, DPM, PA RETIREMENT INCOME PLAN
$3.3M · 3 participants
NEEDHAM PODIATRY, P.C.
NEEDHAM PODIATRY, P.C. 401K PROFIT SHARING PLAN
$3.3M · 6 participants
CHRISTOPHER N. DO, M.D., APC
CHRISTOPHER N. DO, M.D. PENSION PLAN
$3.3M · 8 participants
BRUCE H. WELLMON, DPM, PA
BRUCE H. WELLMON, DPM, PA PROFIT SHARING PLAN
$3.4M · 4 participants
STOCKDALE PODIATRY GROUP, INC.
STOCKDALE PODIATRY GROUP, INC. 401(K) PROFIT SHARING PLAN
$3.3M · 45 participants
Large plans in New Mexico
LAWRENCE LIVERMORE NAT'L SECURITY, LLC AND TRIAD NAT'L SECURITY, LLC
LAWRENCE LIVERMORE NAT'L SECURITY,LLC AND TRIAD NAT'L SECURITY LLC DEFINED BENEFIT PENSION PLAN GROUP TRUST
$10.2B
NATIONAL TECHNOLOGY & ENGINEERING SOLUTIONS OF SANDIA, LLC
NTESS SAVINGS AND INCOME PLAN
$7.2B · 15,950 participants
NATIONAL TECHNOLOGY & ENGINEERING SOLUTIONS OF SANDIA, LLC
NTESS RETIREMENT INCOME PLAN
$6.2B · 3,118 participants
TRIAD NATIONAL SECURITY, LLC
TRIAD DEFINED BENEFIT PENSION PLAN
$5.6B · 1,851 participants
TRIAD NATIONAL SECURITY, LLC
TRIAD DEFINED CONTRIBUTION PLANS MASTER TRUST
$3.3B
TRIAD NATIONAL SECURITY, LLC
TRIAD 401(K) RETIREMENT PLAN
$2.5B · 12,888 participants
