How big is Assad MORA, D.D.S.'s plan?

Assad MORA, D.D.S.'s plan reported $8.0M in assets and 3 participants for 2025.

Original filing (PDF)20260410125622NAL0011508209002

Assad MORA, D.D.S.

Name: Assad MORA, D.D.S. — Assad MORA, D.D.S. 401(k), Form 5500 (2025)
Creator: Assad MORA, D.D.S.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Assad MORA, D.D.S. 401(k) Profit Sharing Plan

401(k) retirement plan · Assad MORA, D.D.S.'s Assad MORA, D.D.S. 401(k) Profit Sharing Plan held $8.0M in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.0M

Net assets (EOY)

$8.0M

Plan identifiers

Assad MORA, D.D.S.'s EIN is 94-2889309.

EIN 94-2889309

Plan number 001

Plan year 2025

ACK ID 20260410125622NAL0011508209002

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Assad MORA, D.D.S. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Assad MORA, D.D.S.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (99th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (95th percentile).

Plan sponsor

Name

ASSAD MORA, D.D.S.

EIN

all filings

Address

2780 STATE STREET · SUITE 11 · SANTA BARBARA, CA · 93105

Phone

(805) 687-4747

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator