Original filing (PDF)20250217080313NAL0001641905001

CLIFFORD J. RUDDLE, DDS, PC

Name: CLIFFORD J. RUDDLE, DDS, PC — CLIFFORD J RUDDLE, DDS, PC 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: CLIFFORD J. RUDDLE, DDS, PC

Form 5500-SF

FILING_RECEIVED

CLIFFORD J RUDDLE, DDS, PC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$10.3M

Net assets (EOY)

$10.3M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CLIFFORD J. RUDDLE, DDS, PC.

Plan sponsor

Name

CLIFFORD J. RUDDLE, DDS, PC

EIN

95-3640918

Address

227 LAS ALTURAS ROAD · SANTA BARBARA, CA · 93103

Phone

(805) 964-8838

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-02-17

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2A · Age/service weighted or new comparability

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 providers

Related plans

Similar-size Offices of Dentists plans

DRS. DELLHEIM & BLOCK, DMD, LLC

DRS. DELLHEIM & BLOCK, DMD, LLC PROFIT SHARING 401(K) PLAN

$10.3M · 14 participants

MELETIOU AND MELETIOU DENTISTRY PARTNERSHIP

SMILE ARCHITECTS RETIREMENT PLAN & TRUST

$10.3M · 10 participants

SOH DENTAL LLC

SOH DENTAL 401(K) PLAN

$10.3M · 421 participants

DAVID HEDGECOE, DDS, PA

HEDGECOE DENTISTRY PROFIT SHARING & EMPLOYEE SAVINGS PLAN

$10.2M · 16 participants

HOCHSTADTER ISAACSON CHERNY DUMANIS & ASSOC ORAL & MAXILLOFACIAL SURGE