Original filing (PDF)20250523114741NAL0010332962001

KELLY ANN ROTH DDS, INC

Name: KELLY ANN ROTH DDS, INC — KELLY ANN ROTH, DDS, INC. 401(K) PLAN, Form 5500 (2024)
Creator: KELLY ANN ROTH DDS, INC

Form 5500-SF

FILING_RECEIVED

KELLY ANN ROTH, DDS, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

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 KELLY ANN ROTH DDS, INC.

Plan sponsor

Name

KELLY ANN ROTH DDS, INC

EIN

26-2261052

Address

4124 FULTON ROAD NW · SUITE 201 · CANTON, OH · 44718

Phone

(330) 493-3595

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

2025-05-23

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

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 providers

Related plans

Similar-size Offices of Dentists plans

PHILLIP C. YANCHO, DDS

PHILLIP C. YANCHO, DDS 401K PROFIT SHARING PLAN

$2.4M · 6 participants

COMPREHENSIVE DENTISTRY OF WESTCHESTER

COMPREHENSIVE DENTISTRY OF WESTCHESTER DEFINED BENEFIT PENSION PLAN

$2.4M · 4 participants

MARK BENAVIDES, D.D.S., P.C.

MARK BENAVIDES, D.D.S., P.C. PROFIT SHARING PLAN

$2.4M · 4 participants

SARITA WANG, DMD PROF. CORP.

MOUNTAIN VIEW PEDIATRIC DENTISTRY 401(K) PROFIT SHARING PLAN

$2.4M · 8 participants

DANDONA, CURRY & OH, ORTHODONTICS, INC.