· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
WALSWORTH FAMILY DENTISTRY, P.C. — WALSWORTH FAMILY DENTISTRY, P.C. 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250501084134NAL0006418690001
WALSWORTH FAMILY DENTISTRY, P.C.
Form 5500-SF
FILING_RECEIVED
WALSWORTH FAMILY DENTISTRY, P.C. 401(K) PLAN
401(k) retirement plan
Active participants
11
Accounts w/ balance
15
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
WALSWORTH FAMILY DENTISTRY, P.C.
.
Find decision makers
Plan sponsor
Name
WALSWORTH FAMILY DENTISTRY, P.C.
EIN
26-2647651
Address
121 20TH ST. NW · WAVERLY, IA · 50677
Phone
(319) 352-5281
Industry
Offices of Dentists
· Health Care & Social Assistance
see 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
2025-05-01
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Dentists plans
JENNY CHEN FAMILY DENTISTRY, LLC
JENNY CHEN FAMILY DENTISTRY, LLC DEFINED BENEFIT PLAN
$3.1M · 8 participants
TODD A. LOFTIN DDS A DENTAL CORPORATION, INC.
LOFTIN DENTAL 401(K) PROFIT SHARING PLAN
$3.1M · 15 participants
JENNIFER L WAHLEN DMD PC
JENNIFER L. WAHLEN DMD 401(K) RETIREMENT PLAN
$3.1M · 10 participants
ALANIZ FAMILY & COSMETIC DENTISTRY, PC
ALANIZ FAMILY & COSMETIC DENTISTRY 401(K) PLAN
$3.1M · 2 participants
HAGARTY & BISSELL, PLLC
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.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
HAGARTY & BISSELL, PLLC 401(K) PROFIT SHARING PLAN AND TRUST
$3.1M · 14 participants
TYSKA ALEXANDER ORTHODONTICS, LLP
TYSKA ALEXANDER ORTHODONTICS, LLP 401(K) PROFIT SHARING PLAN
$3.1M · 11 participants
Large plans in Iowa
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL LARGECAP S&P 500 INDEX SEPARATE ACCOUNT M
$43.4B
TRANSAMERICA RETIREMENT SOLUTIONS CORPORATION
TRANSAMERICA RETIREMENT SOLUTIONS COLLECTIVE TRUST
$13.7B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL BOND MARKET INDEX SEPARATE ACCOUNT
$12.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL U.S. PROPERTY SEPARATE ACCOUNT
$7.7B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL MIDCAP S&P 400 INDEX SEPARATE ACCOUNT M
$5.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL SMALLCAP S&P 600 INDEX SEPARATE ACCOUNT M
$5.4B
