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WILLIAM H. TRUAX, III, D.M.D., LIMITED LIABILITY COMPANY — DR. BILLY TRUAX RETIREMENT PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250916151243NAL0002092673001
WILLIAM H. TRUAX, III, D.M.D., LIMITED LIABILITY COMPANY
Form 5500-SF
FILING_RECEIVED
DR. BILLY TRUAX RETIREMENT PLAN & TRUST
401(k) retirement plan
Active participants
10
Accounts w/ balance
12
Plan assets (EOY)
$1.0M
Net assets (EOY)
$1.0M
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
WILLIAM H. TRUAX, III, D.M.D., LIMITED LIABILITY COMPANY
.
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Plan sponsor
Name
WILLIAM H. TRUAX, III, D.M.D., LIMITED LIABILITY COMPANY
EIN
27-0498444
Address
2051 MCGREGOR BLVD. · FORT MYERS, FL · 33901
Phone
(239) 334-6136
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
2025-09-16
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
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 providers
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Helping the score
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