Original filing (PDF)20251009160745NAL0003744739001

ROBERT FISHER, D.D.S., AND MARILOU NAVARRO, D.D.S., INC.

Name: ROBERT FISHER, D.D.S., AND MARILOU NAVARRO, D.D.S., INC. — ROBERT FISHER, D.D.S. AND MARILOU NAVARRO, D.D.S., INC. DEFINED BENEFIT PENSION PLAN, Form 5500 (2024)
Creator: ROBERT FISHER, D.D.S., AND MARILOU NAVARRO, D.D.S., INC.

Form 5500-SF

FILING_RECEIVED

ROBERT FISHER, D.D.S. AND MARILOU NAVARRO, D.D.S., INC. DEFINED BENEFIT PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROBERT FISHER, D.D.S., AND MARILOU NAVARRO, D.D.S., INC..

Plan sponsor

Name

ROBERT FISHER, D.D.S., AND MARILOU NAVARRO, D.D.S., INC.

EIN

94-2750971

Address

750 N. CAPITOL AVENUE, SUITE C2 · SAN JOSE, CA · 951331942

Phone

(408) 258-5244

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

2024-01-01

Tax period

2024-12-31

Filed

2025-10-09

Pension benefit codes

1A · Pay-related DB formula

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

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 providers

Related plans

Similar-size Offices of Dentists plans

MALLARD CREEK FAMILY DENTISTRY, LLP

MALLARD CREEK FAMILY DENTISTRY RETIREMENT PLAN & TRUST

$3.1M · 13 participants

DENNIS M LAMBERT, DDS, INC.

DENNIS M. LAMBERT, DDS, INC. PROFIT SHARING PLAN

$3.1M · 12 participants

MIKE D. MYSINGER, D.D.S.

MIKE D. MYSINGER, D. D. S. 401(K) PROFIT SHARING PLAN

$3.1M · 7 participants

SHELDON DENTAL GROUP

LARRY D SHELDON DDS CHARTERED EMPLOYEES 401K PLAN AND TRUST

$3.1M · 15 participants

BROOKLINE SMILE ARTISTS