How big is William S Harvey III DDS PLLC's plan?

William S Harvey III DDS PLLC's plan reported $3.3M in assets and 79 participants for 2024.

Original filing (PDF)20250730083635NAL0006165696001

William S Harvey III DDS PLLC

Name: William S Harvey III DDS PLLC — William S Harvey III, Form 5500 (2024)
Creator: William S Harvey III DDS PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

William S Harvey III DDS PLLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · William S Harvey III DDS PLLC's William S Harvey III DDS PLLC 401(k) Profit Sharing Plan & Trust held $3.3M in plan assets for 79 participants in 2024.

Active participants

Accounts w/ balance

101

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

People on this filing

Jenny Britt signed William S Harvey III DDS PLLC's 2024 Form 5500 as plan administrator.

Jenny Britt — 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

William S Harvey III DDS PLLC's EIN is 27-0250233.

EIN 27-0250233

Plan number 001

Plan year 2024

ACK ID 20250730083635NAL0006165696001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for William S Harvey III DDS PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

William S Harvey III DDS PLLC'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 WILLIAM S HARVEY III DDS PLLC.

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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