How big is S.W. Grant, PC's plan?

S.W. Grant, PC's plan reported $2.3M in assets and 23 participants for 2025.

Original filing (PDF)20260326144329NAL0007118195001

S.W. Grant, PC

Name: S.W. Grant, PC — Idaho Family Dentist Retirement, Form 5500 (2025)
Creator: S.W. Grant, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Idaho Family Dentist Retirement Plan & Trust

401(k) retirement plan · S.W. Grant, PC's Idaho Family Dentist Retirement Plan & Trust held $2.3M in plan assets for 23 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

Plan identifiers

S.W. Grant, PC's EIN is 20-5286000.

EIN 20-5286000

Plan number 001

Plan year 2025

ACK ID 20260326144329NAL0007118195001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for S.W. Grant, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

S.W. Grant, PC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for S.W. GRANT, 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Plan sponsor

Name

S.W. GRANT, PC

EIN

all filings

Address

2275 S. EAGLE ROAD, SUITE 140 · MERIDIAN, ID · 83642

Phone

(208) 888-2000

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator