Original filing (PDF)20250406082053NAL0023047904001

JODY SCHILLING DDS SC

Name: JODY SCHILLING DDS SC — JODY SCHILLING DDS SC 401K PLAN, Form 5500 (2024)
Creator: JODY SCHILLING DDS SC

Form 5500-SF

FILING_RECEIVED

JODY SCHILLING DDS SC 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$719K

Net assets (EOY)

$719K

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 average account balance (88th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JODY SCHILLING DDS SC.

Plan sponsor

Name

JODY SCHILLING DDS SC

EIN

27-1570230all filings

Address

2501 W. BELTLINE HWY. SUITE 205 · MADISON, WI · 53713

Phone

(608) 345-2555

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