Back to filter
Original filing (PDF)20250630150755NAL0011942321001
FREDERICK W. BROADHEAD, D.M.D., P.C.
Form 5500-SF
FILING_RECEIVED
FREDERICK W. BROADHEAD, D.M.D., P.C. RETIREMENT PLAN
401(k) retirement plan
Active participants
9
Accounts w/ balance
11
Plan assets (EOY)
$3.1M
Net assets (EOY)
$3.1M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FREDERICK W. BROADHEAD, D.M.D., P.C..
Plan sponsor
Name
FREDERICK W. BROADHEAD, D.M.D., P.C.
EIN
26-1179897
Address
80 W. 4TH STREET · FRONT ROYAL, VA · 22630
Phone
(540) 635-4567
Industry
Offices of Dentists· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-30
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Offices of Dentists plans
DRS. J. BRENNAN AND A. JOHNSON LTD.
BELIEVE DENTAL CARE 401(K) SAFE HARBOR RETIREMENT PLAN
$3.1M · 17 participants
DAVID LAVINE, D.D.S., P.A.
DAVID LAVINE, D.D.S., P.A. CASH BALANCE PLAN AND TRUST
$3.1M · 6 participants
LAKE CITY FAMILY DENTISTRY, P.A.
LAKE CITY FAMILY DENTISTRY 401K PLAN
$3.1M · 19 participants
SOUTHPORT DENTAL, P.C.
SOUTHPORT DENTAL, P.C. PROFIT SHARING PLAN
$3.1M · 10 participants
GRIESER, SULLIVAN AND YODER, DDS, LLP
FAMILY DENTAL ASSOCIATES 401(K) PLAN
$3.1M · 12 participants
ALAN REISMAN, DDS
ALAN REISMAN, DDS 401(K) PLAN
$3.1M · 4 participants
Large plans in Virginia
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN PENSION PLAN
$18.8B · 11,507 participants
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
401(K) PENSION PLAN
$16.8B · 61,593 participants
NORTHROP GRUMMAN CORPORATION
NG DB MT FIXED INCOME FUND
$13.0B