Back to filter
Original filing (PDF)20250721113723NAL0000636675001
ANTHONY R. FERRER DDS
Form 5500-SF
FILING_RECEIVED
ANTHONY R. FERRER DDS 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
0
Accounts w/ balance
10
Plan assets (EOY)
$2.9M
Net assets (EOY)
$2.9M
Plan health score (directional)
87
/ 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
90
Knocking points off
- No active participants reported but plan still holds assets.
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 ANTHONY R. FERRER DDS.
Plan sponsor
Name
ANTHONY R. FERRER DDS
EIN
94-3255168
Address
884 WINDMILL PARK LANE · MOUNTAIN VIEW, CA · 94043
Phone
(650) 593-6106
Industry
Offices of Dentists· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-21
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
3B · Covers self-employed individuals
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
SHOE ORTHODONTICS
SHOE CORPORATIONS 401(K) PLAN
$2.9M · 36 participants
PETER J. SCHINDELHOLZ, DDS, SC
PETER J SCHINDELHOLZ, DDS, SC EE'S P/S AND SALARY DEFERRAL PLAN & TRUST
$2.9M · 7 participants
DENNIS L. GOROSPE, DDS, INC.
DENNIS L. GOROSPE, DDS, INC. PROFIT SHARING PLAN
$2.9M · 7 participants
JOHN PATRICK SNYDER, DDS
JOHN PATRICK SNYDER, DDS PROFIT SHARING PLAN
$2.9M · 3 participants
BROOKLINE PERIODONTAL ASSOCIATES
BROOKLINE PERIODONTAL ASSOCIATES 401(K) PROFIT SHARING PLAN
$2.9M · 18 participants
ABBAS RAISSI, D.D.S., INC.
ABBAS RAISSI, D.D.S., INC. PROFIT SHARING PLAN
$2.9M · 3 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