How big is Todd M. ROBY, DDS PC's plan?

Todd M. ROBY, DDS PC's plan reported $142K in assets and 5 participants for 2024.

Original filing (PDF)20250620154102NAL0004031425001

Todd M. ROBY, DDS PC

Name: Todd M. ROBY, DDS PC — Todd M. ROBY, DDS PC 401(k), Form 5500 (2024)
Creator: Todd M. ROBY, DDS PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Todd M. ROBY, DDS PC 401(k) Plan

401(k) retirement plan · Todd M. ROBY, DDS PC's Todd M. ROBY, DDS PC 401(k) Plan held $142K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$142K

Net assets (EOY)

$142K

People on this filing

Heather Stewart signed Todd M. ROBY, DDS PC's 2024 Form 5500 as plan administrator.

Heather Stewart — 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

Todd M. ROBY, DDS PC's EIN is 20-1484757.

EIN 20-1484757

Plan number 001

Plan year 2024

ACK ID 20250620154102NAL0004031425001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Todd M. ROBY, DDS PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Todd M. ROBY, DDS 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 TODD M. ROBY, DDS 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