Original filing (PDF)20260714081553NAL0001170097001

Joshua A. Mondlick DBA PLLC DBA Mondlick Perio

Name: Joshua A. Mondlick DBA PLLC DBA Mondlick Perio — Form 5500 Plan 001 (2025)
Creator: Joshua A. Mondlick DBA PLLC DBA Mondlick Perio
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Mondlick Perio 401(k) Plan

401(k) retirement plan · Joshua A. Mondlick DBA PLLC DBA Mondlick Perio's Mondlick Perio 401(k) Plan held $331K in plan assets for 5 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$331K

Net assets (EOY)

$331K

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (22nd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (90th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JOSHUA A. MONDLICK DBA PLLC DBA MONDLICK PERIO.

Plan sponsor

Name

JOSHUA A. MONDLICK DBA PLLC DBA MONDLICK PERIO

EIN

27-3497535all filings

Address

8671 W. UNION HILLS DRIVE, #501 · PEORIA, AZ · 85382

Phone

(623) 583-3960

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator