How big is Ward Periodontics, LLC's plan?

Ward Periodontics, LLC's plan reported $825K in assets and 9 participants for 2024.

Original filing (PDF)20250520100251NAL0001021921001

Ward Periodontics, LLC

Name: Ward Periodontics, LLC — Ward Periodontics, LLC, Form 5500 (2024)
Creator: Ward Periodontics, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ward Periodontics, LLC 401(k) Plan

401(k) retirement plan · Ward Periodontics, LLC's Ward Periodontics, LLC 401(k) Plan held $825K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$825K

Net assets (EOY)

$825K

People on this filing

Audra Ward signed Ward Periodontics, LLC's 2024 Form 5500 as plan administrator.

Audra Ward — 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

Ward Periodontics, LLC's EIN is 26-4073132.

EIN 26-4073132

Plan number 001

Plan year 2024

ACK ID 20250520100251NAL0001021921001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Ward Periodontics, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Ward Periodontics, 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 WARD PERIODONTICS, 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