Original filing (PDF)20241003114532NAL0004841651001

STONE OAK AESTHETIC DENTISTRY PL

Name: STONE OAK AESTHETIC DENTISTRY PL — STONE OAK AESTHETIC DENTISTRY RETIREMENT PLAN & TRUST, Form 5500 (2023)
Creator: STONE OAK AESTHETIC DENTISTRY PL

Form 5500-SF

FILING_RECEIVED

STONE OAK AESTHETIC DENTISTRY RETIREMENT PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$643K

Net assets (EOY)

$643K

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 (89th percentile).

Decision-maker contacts

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

Plan sponsor

Name

STONE OAK AESTHETIC DENTISTRY PL

EIN

27-4251311all filings

Address

1202 E SONTERRA BLVD STE 402 · SAN ANTONIO, TX · 78258

Phone

(210) 347-4614

Industry