How big is CHAD C. Perry, DDS, PLLC's plan?

CHAD C. Perry, DDS, PLLC's plan reported $1.3M in assets and 10 participants for 2024.

Original filing (PDF)20250909102144NAL0012524819001

CHAD C. Perry, DDS, PLLC

Name: CHAD C. Perry, DDS, PLLC — PM Investment Retirement, Form 5500 (2024)
Creator: CHAD C. Perry, DDS, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

PM Investment Retirement Plan & Trust

401(k) retirement plan · CHAD C. Perry, DDS, PLLC's PM Investment Retirement Plan & Trust held $1.3M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan identifiers

CHAD C. Perry, DDS, PLLC's EIN is 20-3602276.

EIN 20-3602276

Plan number 001

Plan year 2024

ACK ID 20250909102144NAL0012524819001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for CHAD C. Perry, DDS, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

CHAD C. Perry, DDS, PLLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CHAD C. PERRY, DDS, PLLC.

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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