Back to filter
Original filing (PDF)20260210160503NAL0003589746001
WILLIAM G LOW DDS PROFESSIONAL CORPORATION
Form 5500-SF
FILING_RECEIVED
WILLIAM G LOW DDS PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
13
Accounts w/ balance
18
Plan assets (EOY)
$4.7M
Net assets (EOY)
$4.7M
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 WILLIAM G LOW DDS PROFESSIONAL CORPORATION.
Plan sponsor
Name
WILLIAM G LOW DDS PROFESSIONAL CORPORATION
EIN
94-2258876
Address
1341 NORTH EL DORADO STREET · STOCKTON, CA · 952020000
Phone
(209) 465-5747
Industry
Offices of Dentists· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-05-01
Tax period
2025-04-30
Filed
2026-02-10
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
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
GARY L. JENNINGS, DMD, MS, PSC
GARY L. JENNINGS, DMD, MS, PSC EMPLOYEES PROFIT SHARING PLAN
$4.7M · 10 participants
ORAL AND MAXILLOFACIAL SURGERY OF CHICAGO, INC.
ORAL AND MAXILLOFACIAL SURGERY OF CHICAGO, INC. 401(K) PROFIT SHARING PLAN
$4.7M · 20 participants
CHRISTOPHER J. CONNOLLY, D.M.D., P.A.
CONNOLLY FAMILY DENTISTRY 401(K) PROFIT SHARING PLAN
$4.7M · 15 participants
JILL M. MORRIS,D.M.D., INC.
JILL M. MORRIS, D.M.D., INC. DEFINED BENEFIT PLAN
$4.7M · 11 participants
K. S. PRASAD, DDS, INC.
K, S. PRASAD, DDS, INC. 401(K) PLAN
$4.7M · 2 participants
FERRIS ORTHODONTICS, P.A.
FERRIS ORTHODONTICS 401(K) PLAN
$4.6M · 31 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B