Back to filter
Original filing (PDF)20251007130750NAL0004599601001
THEODORE DAVID CHO, D.D.S., LLC
Form 5500-SF
FILING_RECEIVED
THEODORE DAVID CHO, D.D.S., LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
2
Accounts w/ balance
7
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
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 THEODORE DAVID CHO, D.D.S., LLC.
Plan sponsor
Name
THEODORE DAVID CHO, D.D.S., LLC
EIN
90-0245563
Address
2216 BROTHERS ROAD, SUITE A · SANTA FE, NM · 87505
Phone
(505) 982-5121
Industry
Offices of Dentists· 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
2025-10-07
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
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 Offices of Dentists plans
SIRKIN-LEVINE DENTAL ASSOCIATES, P.A.
SIRKIN-LEVINE DENTAL ASSOCIATES, P.A. CASH BALANCE PLAN
$1.3M · 1 participants
VITO P. LASUSA DDS
VITO P. LASUSA DDS 401(K) PLAN
$1.3M · 7 participants
DR GORDON R. ISBELL, III, DMD, PA
ISBELL DENTAL PROFIT SHARING PLAN
$1.3M · 17 participants
PLYMOUTH ORAL & FACIAL SURGERY, PLC
PLYMOUTH ORAL & FACIAL SURGERY CASH BALANCE PLAN
$1.3M · 18 participants
NEERRAJAH RAMASWAMI, BDS, MS, MPH, PLLC
DISCOVER SMILES PEDIATRIC DENTISTRY PLLC 401K PROFIT SHARING PLAN
$1.3M · 8 participants
AMERICO N. GAMBELLA, DDS, PLLC
AMERICO N. GAMBELLA, DDS 401(K) PLAN
$1.3M · 12 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