Original filing (PDF)20250625135558NAL0004739731001

TODD L. STEWART D.D.S. AND ASSOCIATES, PA

Name: TODD L. STEWART D.D.S. AND ASSOCIATES, PA — TODD L. STEWART D.D.S. AND ASSOCIATES, PA CASH BALANCE PENSION PLAN, Form 5500 (2024)
Creator: TODD L. STEWART D.D.S. AND ASSOCIATES, PA

Form 5500-SF

FILING_RECEIVED

TODD L. STEWART D.D.S. AND ASSOCIATES, PA CASH BALANCE PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TODD L. STEWART D.D.S. AND ASSOCIATES, PA.

Plan sponsor

Name

TODD L. STEWART D.D.S. AND ASSOCIATES, PA

EIN

27-0344723

Address

9739 NORTHLAKE CENTRE PARKWAY · SUITE A · CHARLOTTE, NC · 28216

Phone

(704) 921-4404

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator