How big is James Sikes DMD MD and Caroline Garcia DDS MD LLC's plan?

James Sikes DMD MD and Caroline Garcia DDS MD LLC's plan reported $4.1M in assets and 10 participants for 2024.

Original filing (PDF)20251012054054NAL0000034163001

James Sikes DMD MD and Caroline Garcia DDS MD LLC

Name: James Sikes DMD MD and Caroline Garcia DDS MD LLC — Form 5500 Plan 001 (2024)
Creator: James Sikes DMD MD and Caroline Garcia DDS MD LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sikes OMS Retirement Plan & Trust

401(k) retirement plan · James Sikes DMD MD and Caroline Garcia DDS MD LLC's Sikes OMS Retirement Plan & Trust held $4.1M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.1M

Net assets (EOY)

$4.1M

Plan identifiers

James Sikes DMD MD and Caroline Garcia DDS MD LLC's EIN is 93-4816925.

EIN 93-4816925

Plan number 001

Plan year 2024

ACK ID 20251012054054NAL0000034163001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for James Sikes DMD MD and Caroline Garcia DDS MD LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

James Sikes DMD MD and Caroline Garcia DDS MD LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JAMES SIKES DMD MD AND CAROLINE GARCIA DDS MD 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