How big is Brian Roberts, DDS, PLLC's plan?

Brian Roberts, DDS, PLLC's plan reported $439K in assets and 6 participants for 2025.

Original filing (PDF)20260127122320NAL0004613330001

Brian Roberts, DDS, PLLC

Name: Brian Roberts, DDS, PLLC — Roberts Dentistry 401(k), Form 5500 (2025)
Creator: Brian Roberts, DDS, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Roberts Dentistry 401(k) Plan

401(k) retirement plan · Brian Roberts, DDS, PLLC's Roberts Dentistry 401(k) Plan held $439K in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$439K

Net assets (EOY)

$439K

People on this filing

Brian Roberts signed Brian Roberts, DDS, PLLC's 2025 Form 5500 as plan administrator.

Brian Roberts — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Brian Roberts, DDS, PLLC's EIN is 20-5741544.

EIN 20-5741544

Plan number 001

Plan year 2025

ACK ID 20260127122320NAL0004613330001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Brian Roberts, DDS, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Brian Roberts, DDS, PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BRIAN ROBERTS, 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

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 (85th percentile).

Plan sponsor

Name

BRIAN ROBERTS, DDS, PLLC

EIN

all filings

Address

4365 E. PECOS ROAD, SUITE 137 · GILBERT, AZ · 85297

Phone

(480) 507-1943

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator