How big is Tristate Oral Surgery LLC's plan?

Tristate Oral Surgery LLC's plan reported $5.2M in assets and 26 participants for 2024.

Original filing (PDF)20250425134114NAL0005513795001

Tristate Oral Surgery LLC

Name: Tristate Oral Surgery LLC — Tri State Oral Surgery, Form 5500 (2024)
Creator: Tristate Oral Surgery LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Tri State Oral Surgery LLC Safe Harbor 401(k) Plan

401(k) retirement plan · Tristate Oral Surgery LLC's Tri State Oral Surgery LLC Safe Harbor 401(k) Plan held $5.2M in plan assets for 26 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.2M

Net assets (EOY)

$5.2M

People on this filing

Steven Ledford signed Tristate Oral Surgery LLC's 2024 Form 5500 as plan administrator.

Steven Ledford — 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

Tristate Oral Surgery LLC's EIN is 05-0626795.

EIN 05-0626795

Plan number 001

Plan year 2024

ACK ID 20250425134114NAL0005513795001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Tristate Oral Surgery LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Tristate Oral Surgery LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TRISTATE ORAL SURGERY LLC.

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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