How big is Rebecca B. Keller D.D.S. M.S.D.'s plan?

Rebecca B. Keller D.D.S. M.S.D.'s plan reported $1.5M in assets and 1 participants for 2024.

Original filing (PDF)20250619101351NAL0007769378001

Rebecca B. Keller D.D.S. M.S.D.

Name: Rebecca B. Keller D.D.S. M.S.D. — Rebecca B. Keller, Form 5500 (2024)
Creator: Rebecca B. Keller D.D.S. M.S.D.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Rebecca B. Keller D.D.S. M.S.D. 401(k) Plan

401(k) retirement plan · Rebecca B. Keller D.D.S. M.S.D.'s Rebecca B. Keller D.D.S. M.S.D. 401(k) Plan held $1.5M in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

Rebecca Bartoli Keller signed Rebecca B. Keller D.D.S. M.S.D.'s 2024 Form 5500 as plan administrator.

Rebecca Bartoli Keller — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Rebecca B. Keller D.D.S. M.S.D.'s EIN is 94-3329040.

EIN 94-3329040

Plan number 001

Plan year 2024

ACK ID 20250619101351NAL0007769378001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Rebecca B. Keller D.D.S. M.S.D. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Rebecca B. Keller D.D.S. M.S.D.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

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 account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

REBECCA B. KELLER D.D.S. M.S.D.

EIN

all filings

Address

1301 SUNNYVALE SARATOGA ROAD · SUITE 2 · SUNNYVALE, CA · 94087

Phone

(408) 739-4224

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator