How big is Caldera Dental Group, LLC's plan?

Caldera Dental Group, LLC's plan reported $219K in assets and 9 participants for 2024.

Original filing (PDF)20251009154936NAL0011297840001

Caldera Dental Group, LLC

Name: Caldera Dental Group, LLC — CDG 401(k) Plan, Form 5500 (2024)
Creator: Caldera Dental Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CDG 401(k) Plan

401(k) retirement plan · Caldera Dental Group, LLC's CDG 401(k) Plan held $219K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$219K

Net assets (EOY)

$219K

People on this filing

Richard Tatum signed Caldera Dental Group, LLC's 2024 Form 5500 as plan administrator.

Richard Tatum — 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

Caldera Dental Group, LLC's EIN is 87-3425792.

EIN 87-3425792

Plan number 001

Plan year 2024

ACK ID 20251009154936NAL0011297840001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Caldera Dental Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Caldera Dental Group, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CALDERA DENTAL GROUP, LLC.

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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