Original filing (PDF)20250423101938NAL0008502928001

SOUTHWEST FLORIDA DENTAL PARTN

Name: SOUTHWEST FLORIDA DENTAL PARTN — SOUTHWEST FLORIDA DENTAL PARTN 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: SOUTHWEST FLORIDA DENTAL PARTN

Form 5500-SF

FILING_RECEIVED

SOUTHWEST FLORIDA DENTAL PARTN 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOUTHWEST FLORIDA DENTAL PARTN.

Plan sponsor

Name

SOUTHWEST FLORIDA DENTAL PARTN

EIN