How big is Holly Tree Dental's plan?

Holly Tree Dental's plan reported $1.8M in assets and 12 participants for 2025.

Original filing (PDF)20260316132917NAL0001563475002

Holly Tree Dental

Name: Holly Tree Dental — Holly Tree Dental 401(k) Plan, Form 5500 (2025)
Creator: Holly Tree Dental
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Holly Tree Dental 401(k) Plan

401(k) retirement plan · Holly Tree Dental's Holly Tree Dental 401(k) Plan held $1.8M in plan assets for 12 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan identifiers

Holly Tree Dental's EIN is 04-3493197.

EIN 04-3493197

Plan number 001

Plan year 2025

ACK ID 20260316132917NAL0001563475002

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Holly Tree Dental from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Holly Tree Dental'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 HOLLY TREE DENTAL.

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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