Original filing (PDF)20250416142039NAL0002293459001

FERNANDEZ-MONTANA, P.A.

Name: FERNANDEZ-MONTANA, P.A. — HIGHLAND DENTAL CLINIC 401(K) RETIREMENT PLAN AND TRUST, Form 5500 (2024)
Creator: FERNANDEZ-MONTANA, P.A.

Form 5500-SF

FILING_RECEIVED

HIGHLAND DENTAL CLINIC 401(K) RETIREMENT PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$208K

Net assets (EOY)

$208K

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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FERNANDEZ-MONTANA, P.A..

Plan sponsor

Name

FERNANDEZ-MONTANA, P.A.

EIN

27-1215252all filings

Address

5635 VINTAGE VIEW AVE · LAKELAND, FL · 338125057

Phone

(863) 647-1954

Industry