Original filing (PDF)20251009191046NAL0007034769001

MORGAN FAMILY DENTISTRY, LLC

Name: MORGAN FAMILY DENTISTRY, LLC — MORGAN FAMILY DENTISTRY RETIREMENT PLAN & TRUST, Form 5500 (2024)
Creator: MORGAN FAMILY DENTISTRY, LLC

Form 5500-SF

FILING_RECEIVED

MORGAN FAMILY DENTISTRY RETIREMENT PLAN & TRUST

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$80K

Net assets (EOY)

$80K

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 account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Decision-maker contacts

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

Plan sponsor

Name

MORGAN FAMILY DENTISTRY, LLC

EIN

27-2219902all filings

Address

2201 BROTHERS ROAD · SANTA FE, NM · 87505

Phone

(505) 988-4119

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