· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
BRAD T. FULKERSON, DMD, MSD, LLC — HENDERSON CHILDREN'S DENTISTRY 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250426065842NAL0010103009001
BRAD T. FULKERSON, DMD, MSD, LLC
Form 5500-SF
FILING_RECEIVED
HENDERSON CHILDREN'S DENTISTRY 401(K) PLAN
401(k) retirement plan
Active participants
13
Accounts w/ balance
16
Plan assets (EOY)
$3.8M
Net assets (EOY)
$3.8M
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
BRAD T. FULKERSON, DMD, MSD, LLC
.
Find decision makers
Plan sponsor
Name
BRAD T. FULKERSON, DMD, MSD, LLC
EIN
20-2499499
Address
700 BARRETT BOULEVARD, SUITE A · HENDERSON, KY · 42419
Phone
(270) 827-5522
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
2025-04-26
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
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
Related plans
Similar-size Offices of Dentists plans
JEWORSKI WANG GENERAL PARTNERSHIP
JEWORSKI WANG GENERAL PARTNERSHIP DEFINED BENEFIT PLAN
$3.8M · 12 participants
SOMERSET ORAL & MAXILLOFACIAL SURGERY GROUP, P.A.
SOMERSET ORAL & MAXILLOFACIAL SURGERY GROUP, P.A. PROFIT SHARING PLAN
$3.8M · 13 participants
DAVID P. BRUCE, D.M.D., LLC
DAVID P. BRUCE, D.M.D., LLC RETIREMENT PLAN & TRUST
$3.8M · 7 participants
MICHAEL R. GROEN, D.D.S. RETIREMENT PLAN
MICHAEL R. GROEN, D.D.S. RETIREMENT PLAN
$3.8M · 6 participants
100
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.
ROLIGO DENTAL OPERATIONS LP
ROLIGO DENTAL OPERATIONS LP 401(K) PLAN
$3.8M · 301 participants
PETER H. PRUDEN, D.D.S., P.C.
PETER H. PRUDEN, D.D.S., P.C. CASH BALANCE PLAN
$3.8M · 8 participants
Large plans in Kentucky
COMMONSPIRIT HEALTH
COMMONSPIRIT HEALTH 401(K) RETIREMENT SAVINGS PLAN
$8.8B · 91,977 participants
HUMANA INC.
HUMANA RETIREMENT SAVINGS PLAN
$7.7B · 42,968 participants
COMMONSPIRIT HEALTH
COMMONSPIRIT HEALTH ERISA 403(B) PLAN
$2.9B · 28,491 participants
UNITED PARCEL SERVICE COMPANY
UPS/IPA DEFINED CONTRIBUTION MONEY PURCHASE PENSION PLAN
$2.5B · 1,993 participants
HOUCHENS INDUSTRIES, INC.
HOUCHENS INDUSTRIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$2.3B · 7,785 participants
NORTON HEALTHCARE, INC.
NORTON HEALTHCARE 403(B) RETIREMENT SAVINGS PLAN
$2.3B · 22,952 participants