Back to filter
Original filing (PDF)20250410095507NAL0024029281001
LAWRENCE CACCHIOTTI, D.D.S. MS PS
Form 5500-SF
FILING_RECEIVED
LAWRENCE CACCHIOTTI, D.D.S. MS PS 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
22
Accounts w/ balance
30
Plan assets (EOY)
$9.1M
Net assets (EOY)
$9.1M
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 LAWRENCE CACCHIOTTI, D.D.S. MS PS.
Plan sponsor
Name
LAWRENCE CACCHIOTTI, D.D.S. MS PS
EIN
91-2016801
Address
1111 S 40TH AVE · YAKIMA, WA · 98908
Phone
(509) 966-2200
Industry
Offices of Dentists· Health Care & Social Assistancesee all
Plan administrator
Name
LAWRENCE CACCHIOTTI, D.D.S. MS PS
EIN
91-2016801
City
YAKIMA, WA
Phone
(509) 966-2200
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-04-10
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
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
STEVEN D. CHAN, D.D.S.
STEVEN D. CHAN, D.D.S. 401(A)(4) PROFIT SHARING PLAN
$9.1M · 5 participants
LEWRIGHT FAMILY AND COSMETIC DENTISTRY PARTNERSHIP
LEWRIGHT FAMILY AND COSMETIC DENTISTRY RETIREMENT PLAN & TRUST
$9.1M · 21 participants
STEVEN R. DANIEL, D.D.S.
STEVEN R. DANIEL, D.D.S. 401 K PROFIT SHARING PLAN
$9.1M · 10 participants
CHILDREN'S DENTISTRY, A PARTNERSHIP
CHILDREN'S DENTISTRY RETIREMENT PLAN AND TRUST
$9.1M · 22 participants
STOW DENTAL GROUP - DRS. IATI, SCHLOSSER, SCHIKOWSKI & THOMPSON, INC.
STOW DENTAL GROUP, INC EMPLOYEES' 401(K) SAVINGS PLAN AND TRUST
$9.1M · 23 participants
CONCORD & LEXINGTON ORAL SURGERY ASSOCIATES, LLC
CONCORD & LEXINGTON ORAL SURGERY ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN
$9.0M · 19 participants
Large plans in Washington
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY 401(K) RETIREMENT PLAN
$73.9B · 143,146 participants
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE SAVINGS PLANS MASTER TRUST INVESTMENT ACCOUNT
$73.5B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND BOARD OF TRUSTEES
WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN
$56.4B · 231,353 participants
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE RETIREMENT PLANS MASTER TRUST
$46.2B
COSTCO WHOLESALE CORPORATION
COSTCO 401K RETIREMENT PLAN
$41.0B · 212,976 participants