Back to filter
Original filing (PDF)20250912160718NAL0001453552001
BRENT A. VAN HALA, DDS
Form 5500-SF
FILING_RECEIVED
BRENT A. VAN HALA, DDS 401(K) PLAN
401(k) retirement plan
Active participants
23
Accounts w/ balance
28
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
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 BRENT A. VAN HALA, DDS.
Plan sponsor
Name
BRENT A. VAN HALA, DDS
EIN
26-2660930
Address
181 HUDSON STREET · HUDSON, OH · 44236
Phone
(216) 235-0732
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
2025-09-12
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
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
BRYAN C KING DMD MDS PC
BRYAN C KING DMD MDS PC 401(K) PROFIT SHARING PLAN & TRUST
$1.2M · 15 participants
DANIEL T. GILBERT DDS, PA
DANIEL T. GILBERT DDS, PA 401(K) PROFIT SHARING PLAN
$1.2M · 6 participants
DR. TONY FISHER ORTHODONTIST
DR. TONY FISHER PROFIT SHARING TRUST
$1.2M · 5 participants
JOSEPH G. VAUGHAN, DDS, INC.
GMA RETIREMENT PLAN & TRUST
$1.2M · 6 participants
WILLIAM W. EVANS, D.M.D., M.D.
WILLIAM W. EVANS, D.M.D., M.D. CASH BALANCE PENSIO
$1.2M · 8 participants
PAUL T. DAVIS, D.M.D., P.A.
PAUL T. DAVIS, D.M.D., P.A. PROFIT SHARING 401(K) PLAN & TRUST
$1.2M · 11 participants
Large plans in Ohio
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GENERAL ELECTRIC PENSION TRUST
$24.9B
THE PROCTER & GAMBLE COMPANY
PROCTER & GAMBLE PROFIT SHARING TRUST & EMPLOYEE STOCK OWNERSHIP PLAN
$22.0B · 35,178 participants
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION TRUST
$19.1B
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION PLAN
$19.0B · 8,887 participants
GENERAL ELECTRIC COMPANY
GE AEROSPACE RETIREMENT SAVINGS PLAN
$14.7B · 29,163 participants
THE KROGER CO.
THE KROGER CO. 401(K) RETIREMENT SAVINGS ACCOUNT PLAN
$11.8B · 380,891 participants