Original filing (PDF)20260709094056NAL0000288593001

William H. Truax, III, D.M.D., Limited Liability Company

Name: William H. Truax, III, D.M.D., Limited Liability Company — Form 5500 Plan 001 (2025)
Creator: William H. Truax, III, D.M.D., Limited Liability Company
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Dr. Billy Truax Retirement Plan & Trust

401(k) retirement plan · William H. Truax, III, D.M.D., Limited Liability Company's Dr. Billy Truax Retirement Plan & Trust held $1.2M in plan assets for 11 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WILLIAM H. TRUAX, III, D.M.D., LIMITED LIABILITY COMPANY.

Plan sponsor

Name

WILLIAM H. TRUAX, III, D.M.D., LIMITED LIABILITY COMPANY

EIN

27-0498444all filings

Address

2051 MCGREGOR BLVD. · FORT MYERS, FL · 33901

Phone

(239) 334-6136

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator