How big is Carol E. Follette, DDS' plan?

Carol E. Follette, DDS' plan reported $580K in assets and 2 participants for 2025.

Original filing (PDF)20260224112804NAL0001942385001

Carol E. Follette, DDS

Name: Carol E. Follette, DDS — Carol E. Follette, DDS, Form 5500 (2025)
Creator: Carol E. Follette, DDS
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Carol E. Follette, DDS Retirement Plan

401(k) retirement plan · Carol E. Follette, DDS' Carol E. Follette, DDS Retirement Plan held $580K in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$580K

Net assets (EOY)

$580K

People on this filing

Michael E. Flanagan signed Carol E. Follette, DDS' 2025 Form 5500 as plan administrator.

Michael E. Flanagan — 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

Carol E. Follette, DDS' EIN is 95-3407121.

EIN 95-3407121

Plan number 001

Plan year 2025

ACK ID 20260224112804NAL0001942385001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Carol E. Follette, DDS from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Carol E. Follette, DDS' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CAROL E. FOLLETTE, DDS.

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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 (96th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

CAROL E. FOLLETTE, DDS

EIN

all filings

Address

2021 SANTA MONICA BLVD. · SUITE 704-E · SANTA MONICA, CA · 904042208

Phone

(310) 829-4322

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator