Original filing (PDF)20250324111330NAL0012741393001

DOCTORS ROBERT LEO REGAN AND MICHAEL CHARLES CASADABAN AND DAVID ALLEN

Name: DOCTORS ROBERT LEO REGAN AND MICHAEL CHARLES CASADABAN AND DAVID ALLEN — BATON ROUGE ORAL & MAXILLOFACIAL SURGERY RETIREMENT PLAN, Form 5500 (2024)
Creator: DOCTORS ROBERT LEO REGAN AND MICHAEL CHARLES CASADABAN AND DAVID ALLEN

Form 5500-SF

FILING_RECEIVED

BATON ROUGE ORAL & MAXILLOFACIAL SURGERY RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.0M

Net assets (EOY)

$7.0M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DOCTORS ROBERT LEO REGAN AND MICHAEL CHARLES CASADABAN AND DAVID ALLEN.

Plan sponsor

Name

DOCTORS ROBERT LEO REGAN AND MICHAEL CHARLES CASADABAN AND DAVID ALLEN

EIN

26-1281171

Address

5227 FLANDERS DRIVE · BATON ROUGE, LA · 70808

Phone

(225) 769-3600

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

2025-03-24

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

2R · Participant-directed brokerage (SDBA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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