How big is SARA Davidson, DDS PC's plan?

SARA Davidson, DDS PC's plan reported $263K in assets and 8 participants for 2025.

Original filing (PDF)20260425142106NAL0015275250001

SARA Davidson, DDS PC

Name: SARA Davidson, DDS PC — Walnut Creek Dental Studio, Form 5500 (2025)
Creator: SARA Davidson, DDS PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Walnut Creek Dental Studio 401(k) Plan

401(k) retirement plan · SARA Davidson, DDS PC's Walnut Creek Dental Studio 401(k) Plan held $263K in plan assets for 8 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$263K

Net assets (EOY)

$263K

People on this filing

SARA Davidson signed SARA Davidson, DDS PC's 2025 Form 5500 as plan administrator.

SARA Davidson — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

SARA Davidson, DDS PC's EIN is 85-3338153.

EIN 85-3338153

Plan number 001

Plan year 2025

ACK ID 20260425142106NAL0015275250001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for SARA Davidson, DDS PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

SARA Davidson, DDS PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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