How big is Advanced Family Dentistry's plan?

Advanced Family Dentistry's plan reported $2.5M in assets and 8 participants for 2024.

Original filing (PDF)20250714164937NAL0001301265001

Advanced Family Dentistry

Name: Advanced Family Dentistry — Advanced Family, Form 5500 (2024)
Creator: Advanced Family Dentistry
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Advanced Family Dentistry Profit Sharing Plan

401(k) retirement plan · Advanced Family Dentistry's Advanced Family Dentistry Profit Sharing Plan held $2.5M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

People on this filing

Michael Wertz signed Advanced Family Dentistry's 2024 Form 5500 as plan administrator.

Michael Wertz — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Advanced Family Dentistry's EIN is 27-1396191.

EIN 27-1396191

Plan number 001

Plan year 2024

ACK ID 20250714164937NAL0001301265001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Advanced Family Dentistry from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Advanced Family Dentistry's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ADVANCED FAMILY DENTISTRY.

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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