How big is Herbert Dental PC's plan?

Herbert Dental PC's plan reported $247K in assets and 7 participants for 2024.

Original filing (PDF)20250609113137NAL0024269968001

Herbert Dental PC

Name: Herbert Dental PC — Herbert Dental PC 401(k) Profit, Form 5500 (2024)
Creator: Herbert Dental PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Herbert Dental PC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Herbert Dental PC's Herbert Dental PC 401(k) Profit Sharing Plan & Trust held $247K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$247K

Net assets (EOY)

$247K

People on this filing

Lindsay Herbert signed Herbert Dental PC's 2024 Form 5500 as plan administrator.

Lindsay Herbert — 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

Herbert Dental PC's EIN is 03-0305367.

EIN 03-0305367

Plan number 001

Plan year 2024

ACK ID 20250609113137NAL0024269968001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Herbert Dental PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Herbert Dental PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HERBERT DENTAL PC.

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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 (92nd percentile).

Plan sponsor

Name

HERBERT DENTAL PC

EIN

all filings

Address

25 STATE ST · MONTPELIER, VT · 056022934

Phone

(802) 229-4840

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator