How big is Garrett O. OTA, D.D.S.'s plan?

Garrett O. OTA, D.D.S.'s plan reported $2.2M in assets and 5 participants for 2024.

Original filing (PDF)20260205004046NAL0006823570001

Garrett O. OTA, D.D.S.

Name: Garrett O. OTA, D.D.S. — Garrett O. OTA, D.D.S., Form 5500 (2024)
Creator: Garrett O. OTA, D.D.S.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Garrett O. OTA, D.D.S. Profit Sharing Plan

Defined-contribution retirement plan · Garrett O. OTA, D.D.S.'s Garrett O. OTA, D.D.S. Profit Sharing Plan held $2.2M in plan assets for 5 participants in 2024.

Signals · 1

Late filing · 2.6 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

People on this filing

Garrett OTA signed Garrett O. OTA, D.D.S.'s 2024 Form 5500 as plan administrator.

Garrett OTA — 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

Garrett O. OTA, D.D.S.'s EIN is 99-0324299.

EIN 99-0324299

Plan number 001

Plan year 2024

ACK ID 20260205004046NAL0006823570001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Garrett O. OTA, D.D.S. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Garrett O. OTA, D.D.S.'s plan includes profit-sharing, 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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off