How big is Excellence Dental, LLC's plan?

Excellence Dental, LLC's plan reported $1.3M in assets and 2 participants for 2025.

Original filing (PDF)20260406111317NAL0009802386001

Excellence Dental, LLC

Name: Excellence Dental, LLC — Excellence Dental 401(k), Form 5500 (2025)
Creator: Excellence Dental, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Excellence Dental 401(k) Plan

401(k) retirement plan · Excellence Dental, LLC's Excellence Dental 401(k) Plan held $1.3M in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

TARA Jennings Westrick signed Excellence Dental, LLC's 2025 Form 5500 as plan administrator.

TARA Jennings Westrick — 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

Excellence Dental, LLC's EIN is 26-1691636.

EIN 26-1691636

Plan number 001

Plan year 2025

ACK ID 20260406111317NAL0009802386001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Excellence Dental, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Excellence Dental, LLC'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 EXCELLENCE DENTAL, LLC.

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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 (95th percentile).

Plan sponsor

Name

EXCELLENCE DENTAL, LLC

EIN

all filings

Address

2405 POST RD · SUITE 200 · STEVENS POINT, WI · 54481

Phone

(715) 344-5192

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator