· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
ROBERT A. STUDEBAKER, D.D.S., P.A. — STUDEBAKER ORTHODONTICS 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250909103736NAL0033550608001
ROBERT A. STUDEBAKER, D.D.S., P.A.
Form 5500-SF
FILING_RECEIVED
STUDEBAKER ORTHODONTICS 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
13
Accounts w/ balance
17
Plan assets (EOY)
$2.4M
Net assets (EOY)
$2.4M
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
ROBERT A. STUDEBAKER, D.D.S., P.A.
.
Find decision makers
Plan sponsor
Name
ROBERT A. STUDEBAKER, D.D.S., P.A.
EIN
20-4755365
Address
6525 FM 2920 · SPRING, TX · 77379
Phone
(281) 251-9229
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
2025-09-09
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2A · Age/service weighted or new comparability
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
SHERON, PS
SHERON DENTAL 401(K) PROFIT SHARING PLAN
$2.4M · 12 participants
N. HORTON PROFESSIONAL ASSOC.
N. HORTON PROFESSIONAL ASSOC. PROFIT SHARING PLAN
$2.4M · 5 participants
JONATHAN O TWOMEY DDS PA
JONATHAN O TWOMEY DDS PA 401(K) PLAN
$2.4M · 8 participants
SMILE DESIGN DENTISTRY, PLLC
SMILE DESIGN DENTISTRY, PLLC 401(K) PLAN
$2.4M · 30 participants
AMY FARNSWORTH, PSC
AMY FARNSWORTH, PSC 401(K) PROFIT SHARING PLAN
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.
$2.4M · 7 participants
ARNOLD M. LIEBERMAN, D.D.S. & VASILIOS D. MESIMERIS, D.M.D., P.C.
ARNOLD M. LIEBERMAN, D.D.S. & VASILIOS D. MESIMERIS, D.M.D., P.C. 401(K) PROFIT SHARING PLAN
$2.4M · 11 participants
Large plans in Texas
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
AT&T INC.
AT&T SAVINGS PLAN MASTER TRUST
$42.6B
AT&T INC.
SBC MASTER PENSION TRUST
$30.6B
AT&T INC.
AT&T PENSION BENEFIT PLAN
$28.3B · 93,065 participants
AMERICAN AIRLINES, INC. - RETIREMENT
MASTER TRUST FOR DC PLANS OF AMERICAN AIRLINES, INC. AND AFFILIATES
$27.7B
SAMMONS ENTERPRISES, INC.
SAMMONS ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$23.9B · 3,454 participants
