How big is Thomas R. Ferrell, DDS, PA's plan?

Thomas R. Ferrell, DDS, PA's plan reported $907K in assets and 6 participants for 2024.

Original filing (PDF)20250508150557NAL0008937907001

Thomas R. Ferrell, DDS, PA

Name: Thomas R. Ferrell, DDS, PA — Thomas R. Ferrell, DDS, Form 5500 (2024)
Creator: Thomas R. Ferrell, DDS, PA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Thomas R. Ferrell, DDS, PA 401(k) P/S Plan

401(k) retirement plan · Thomas R. Ferrell, DDS, PA's Thomas R. Ferrell, DDS, PA 401(k) P/S Plan held $907K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$907K

Net assets (EOY)

$907K

Plan identifiers

Thomas R. Ferrell, DDS, PA's EIN is 20-8469390.

EIN 20-8469390

Plan number 001

Plan year 2024

ACK ID 20250508150557NAL0008937907001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Thomas R. Ferrell, DDS, PA from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Thomas R. Ferrell, DDS, PA's plan includes ERISA 404(c) participant direction, profit-sharing, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THOMAS R. FERRELL, DDS, PA.

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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 average account balance (88th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

THOMAS R. FERRELL, DDS, PA

EIN

all filings

Address

11195 DA VINCI DRIVE · DAVIDSON, NC · 28036

Phone

(704) 439-3191

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator