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FINLEY PERIODONTICS PLLC — FINLEY PERIODONTICS PLLC RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251004120413NAL0005442114001
FINLEY PERIODONTICS PLLC
Form 5500-SF
FILING_RECEIVED
FINLEY PERIODONTICS PLLC RETIREMENT PLAN
Defined-benefit pension plan
Active participants
11
Accounts w/ balance
—
Plan assets (EOY)
$1.5M
Net assets (EOY)
$1.5M
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
FINLEY PERIODONTICS PLLC
.
Find decision makers
Plan sponsor
Name
FINLEY PERIODONTICS PLLC
EIN
20-2038896
Address
111 RUE FONTAINE · LAFAYETTE, LA · 705084287
Phone
(337) 504-7263
Industry
Offices of Dentists
· Health Care & Social Assistance
see all
Plan administrator
Name
FINLEY PERIODONTICS PLLC
EIN
20-2038896
City
LAFAYETTE, LA
Phone
(337) 504-7263
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-04
Pension benefit codes
1A · Pay-related DB formula
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
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
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