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URMI AMIN, DDS, MS — URMI AMIN, DDS 401(K) SAVINGS PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251008173128NAL0006189329001
URMI AMIN, DDS, MS
Form 5500-SF
FILING_RECEIVED
URMI AMIN, DDS 401(K) SAVINGS PLAN
401(k) retirement plan
Active participants
5
Accounts w/ balance
8
Plan assets (EOY)
$2.5M
Net assets (EOY)
$2.5M
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
URMI AMIN, DDS, MS
.
Find decision makers
Plan sponsor
Name
URMI AMIN, DDS, MS
EIN
94-3374155
Address
10 EL CAMINO REAL, SUITE 102 · SAN CARLOS, CA · 94070
Phone
(650) 596-8045
Industry
Offices of Dentists
· Health Care & Social Assistance
see 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
2025-10-08
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Dentists plans
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SHAWN ECKSTROM, D.D.S., P.C.
SHAWN ECKSTROM, D.D.S., P.C. 401(K) PLAN
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THE HILLS DENTAL ASSOCIATES
HIBBELN & KOWAL DENTAL 401(K) PROFIT SHARING PLAN
$2.5M · 11 participants
EARL S. DORFMAN, DDS, PC
EARL S. DORFMAN, DDS, PC PROFIT SHARING PLAN AND TRUST
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$2.5M · 1 participants
JIHAME M. RIAD, DDS
JIHANE M. RIAD, DDS RETIREMENT PLAN
$2.5M · 14 participants
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BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
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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
