How big is Heather D Rorison DMD PLLC's plan?

Heather D Rorison DMD PLLC's plan reported $1.5M in assets and 6 participants for 2024.

Original filing (PDF)20251014084021NAL0005128226001

Heather D Rorison DMD PLLC

Name: Heather D Rorison DMD PLLC — Heather D Rorison DMD, Form 5500 (2024)
Creator: Heather D Rorison DMD PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Heather D Rorison DMD PLLC 401 K Profit Sharing Plan Trust

Defined-contribution retirement plan · Heather D Rorison DMD PLLC's Heather D Rorison DMD PLLC 401 K Profit Sharing Plan Trust held $1.5M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan identifiers

Heather D Rorison DMD PLLC's EIN is 27-1237343.

EIN 27-1237343

Plan number 001

Plan year 2024

ACK ID 20251014084021NAL0005128226001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Heather D Rorison DMD PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Heather D Rorison DMD PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HEATHER D RORISON DMD 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