Original filing (PDF)20250428143117NAL0018921312001

GRISELLE C. ORITZ-RAMSEY DMD PHD, INC.

Name: GRISELLE C. ORITZ-RAMSEY DMD PHD, INC. — GRISELLE ORTIZ-RAMSEY DMD 401(K) RETIREMENT PLAN, Form 5500 (2024)
Creator: GRISELLE C. ORITZ-RAMSEY DMD PHD, INC.

Form 5500-SF

FILING_RECEIVED

GRISELLE ORTIZ-RAMSEY DMD 401(K) RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GRISELLE C. ORITZ-RAMSEY DMD PHD, INC..

Plan sponsor

Name

GRISELLE C. ORITZ-RAMSEY DMD PHD, INC.

EIN

27-1899696

Address

312 JAMES BOHANAN DRIVE · VANDALIA, OH · 45377

Phone

(937) 280-4028

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-28

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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