How big is Dentistry at Windermere, PC's plan?

Dentistry at Windermere, PC's plan reported $811K in assets and 14 participants for 2024.

Original filing (PDF)20250630083300NAL0028369778001

Dentistry at Windermere, PC

Name: Dentistry at Windermere, PC — Dentistry at, Form 5500 (2024)
Creator: Dentistry at Windermere, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Dentistry at Windermere PC 401(k) Profit Sharing Plan

401(k) retirement plan · Dentistry at Windermere, PC's Dentistry at Windermere PC 401(k) Profit Sharing Plan held $811K in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$811K

Net assets (EOY)

$811K

People on this filing

Laurie Allen signed Dentistry at Windermere, PC's 2024 Form 5500 as plan administrator.

Laurie Allen — 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

Dentistry at Windermere, PC's EIN is 20-8914619.

EIN 20-8914619

Plan number 002

Plan year 2024

ACK ID 20250630083300NAL0028369778001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Dentistry at Windermere, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DENTISTRY AT WINDERMERE, 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 (96th percentile).

Plan sponsor

Name

DENTISTRY AT WINDERMERE, PC

EIN

all filings

Address

2950 BUFORD HWY. SUITE 200 · CUMINGS, GA · 30041

Phone

(678) 727-8516

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator