Original filing (PDF)20250924183929NAL0008456848001

STEPHEN M. SHERWOOD DDS, PLLC

Name: STEPHEN M. SHERWOOD DDS, PLLC — STEPHEN M. SHERWOOD DDS, PLLC 401(K)PLAN, Form 5500 (2024)
Creator: STEPHEN M. SHERWOOD DDS, PLLC

Form 5500-SF

FILING_RECEIVED

STEPHEN M. SHERWOOD DDS, PLLC 401(K)PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STEPHEN M. SHERWOOD DDS, PLLC.

Plan sponsor

Name

STEPHEN M. SHERWOOD DDS, PLLC

EIN

30-0169824

Address

6500 MOPAC EXPY STE 2206 · AUSTIN, TX · 787313282

Phone

(512) 454-6936

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

2025-09-24

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

2A · Age/service weighted or new comparability

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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