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JULIE ANN FATTORE D.D.S., PC — DR. JULIE ANN FATTORE DDS, PC 401(K) SAVINGS PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250806151826NAL0002982579001
JULIE ANN FATTORE D.D.S., PC
Form 5500-SF
FILING_RECEIVED
DR. JULIE ANN FATTORE DDS, PC 401(K) SAVINGS PLAN
401(k) retirement plan
Active participants
8
Accounts w/ balance
10
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
JULIE ANN FATTORE D.D.S., PC
.
Find decision makers
Plan sponsor
Name
JULIE ANN FATTORE D.D.S., PC
EIN
20-1472403
Address
39520 WOODWARD AVE SUITE 105 · BLOOMFIELD HILLS, MI · 48304
Phone
(248) 430-6331
Industry
Offices of Dentists
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-06
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
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