How big is Sarah I. Mathias, DDS, MS, PC's plan?

Sarah I. Mathias, DDS, MS, PC's plan reported $1.6M in assets and 8 participants for 2024.

Original filing (PDF)20250922131926NAL0005291169001

Sarah I. Mathias, DDS, MS, PC

Name: Sarah I. Mathias, DDS, MS, PC — Sarah I. Mathias, Form 5500 (2024)
Creator: Sarah I. Mathias, DDS, MS, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sarah I. Mathias, DDS, MS, PC 401(k) Profit Sharing Plan

401(k) retirement plan · Sarah I. Mathias, DDS, MS, PC's Sarah I. Mathias, DDS, MS, PC 401(k) Profit Sharing Plan held $1.6M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan identifiers

Sarah I. Mathias, DDS, MS, PC's EIN is 90-0081285.

EIN 90-0081285

Plan number 001

Plan year 2024

ACK ID 20250922131926NAL0005291169001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sarah I. Mathias, DDS, MS, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SARAH I. MATHIAS, DDS, MS, 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

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 (97th percentile).

Plan sponsor

Name

SARAH I. MATHIAS, DDS, MS, PC

EIN

all filings

Address

24422 AVENIDA DELA CARLOTA, STE 120 · LAGUNA HILLS, CA · 92653

Phone

(949) 716-1500

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator