Original filing (PDF)20250604182404NAL0019521152001

JAMES MORELLI DDS PC DBA SANTA YNEZ VALLEY DENTAL

Name: JAMES MORELLI DDS PC DBA SANTA YNEZ VALLEY DENTAL — SANTA YNEZ VALLEY DENTAL 401(K) PSP, Form 5500 (2024)
Creator: JAMES MORELLI DDS PC DBA SANTA YNEZ VALLEY DENTAL

Form 5500-SF

FILING_RECEIVED

SANTA YNEZ VALLEY DENTAL 401(K) PSP

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$166K

Net assets (EOY)

$166K

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 account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JAMES MORELLI DDS PC DBA SANTA YNEZ VALLEY DENTAL.

Plan sponsor

Name

JAMES MORELLI DDS PC DBA SANTA YNEZ VALLEY DENTAL

EIN

85-2544756all filings

Address

2028 VILLAGE LANE · SUITE 201 · SOLVANG, CA · 93463

Phone

(805) 688-2269

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator