Original filing (PDF)20251006114602NAL0001828435001

CITRUS ORAL & FACIAL SURGERY, P.A.

Name: CITRUS ORAL & FACIAL SURGERY, P.A. — CITRUS ORAL & FACIAL SURGERY, P.A. RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: CITRUS ORAL & FACIAL SURGERY, P.A.

Form 5500-SF

FILING_RECEIVED

CITRUS ORAL & FACIAL SURGERY, P.A. RETIREMENT SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$876K

Net assets (EOY)

$876K

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 (93rd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CITRUS ORAL & FACIAL SURGERY, P.A..

Plan sponsor

Name

CITRUS ORAL & FACIAL SURGERY, P.A.

EIN

20-5898651all filings

Address

6129 WEST CORPORATE OAKS DRIVE · CRYSTAL RIVER, FL · 34429

Phone

(352) 795-4994

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator