Original filing (PDF)20250430130834NAL0002748176001

WHITE SPRUCE DENTAL PLLC

Name: WHITE SPRUCE DENTAL PLLC — WHITE SPRUCE DENTAL PLLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: WHITE SPRUCE DENTAL PLLC

Form 5500-SF

FILING_RECEIVED

WHITE SPRUCE DENTAL PLLC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

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 WHITE SPRUCE DENTAL PLLC.

Plan sponsor

Name

WHITE SPRUCE DENTAL PLLC

EIN

16-1589452

Address

935 E HENRIETTA RD · ROCHESTER, NY · 146231409

Phone

(585) 424-5120

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-30

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

ENDODONTIC ASSOCIATES OF BREVARD, P.A.

PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF ENDODONTIC ASSOCIATES OF BREVARD, P.A.

$2.3M · 7 participants

REED FERENCE, DDS

REED FERENCE, DDS PROFIT SHARING PLAN

$2.3M · 1 participants

PETER N K LE DDS

PETER N K LE DDS RETIREMENT PLAN

$2.3M · 8 participants

MCLEAN ENDODONTICS L L C

MCLEAN ENDODONTICS L L C 401(K) PROFIT SHARING PLAN & TRUST

$2.3M · 9 participants

SETH NEWMAN, D.D.S., P.C.

SETH NEWMAN, D.D.S., P.C. EMPLOYEES' PROFIT SHARING PLAN AND TRUST