Back to filter
Original filing (PDF)20250509084253NAL0013514193001
SEQUATCHIE VALLEY DENTAL ASSOCIATES, PC
Form 5500-SF
FILING_RECEIVED
SEQUATCHIE VALLEY DENTAL ASSOC PC 401K PSP
401(k) retirement plan
Active participants
5
Accounts w/ balance
7
Plan assets (EOY)
$2.1M
Net assets (EOY)
$2.1M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SEQUATCHIE VALLEY DENTAL ASSOCIATES, PC.
Plan sponsor
Name
SEQUATCHIE VALLEY DENTAL ASSOCIATES, PC
EIN
30-0262229
Address
507 BETSY PACK DRIVE · JASPER, TN · 37347
Phone
(423) 942-5508
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
2025-05-09
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Offices of Dentists plans
JOHN K. LASKEY
JOHN K. LASKEY PROFIT SHARING PLAN
$2.1M · 1 participants
ADVANCED SOUTHLAKE ENDODONTICS, PLLC
ADVANCED SOUTHLAKE ENDODONTICS, PLLC 401(K) PROFIT SHARING PLAN
$2.1M · 9 participants
GLORIA M. RONGCAL DMD INC. DBA MAUI ISLAND COZY DENTAL
GLORIA M. RONGCAL DMD PROFIT SHARING PLAN
$2.1M · 5 participants
OCONEE ENDODONTICS, P.C.
OCONEE ENDODONTICS 401(K) PLAN
$2.1M · 5 participants
JOFFRE MARTIN DDS DBA BRIDGE CITY BRACES
DRS. MARTIN CASH BALANCE PLAN
$2.1M · 40 participants
DAVID A BURR DDS
DAVID A BURR DDS 401(K) PROFIT SHARING PLAN & TRUST
$2.1M · 4 participants
Large plans in Tennessee
FEDEX CORPORATION
FEDEX CORPORATION EMPLOYEES' PENSION TRUST
$27.6B
FEDEX CORPORATION
FEDEX CORPORATION EMPLOYEES' PENSION PLAN
$26.9B · 113,256 participants
FEDEX CORPORATION
FEDEX CORPORATION RETIREMENT SAVINGS PLAN
$25.4B · 102,265 participants
HCA INC.
HCA 401(K) PLAN
$23.8B · 310,762 participants
HCA INC.
HCA INC. MASTER RETIREMENT TRUST
$23.4B
ALLIANCEBERNSTEIN LP
AB US LARGE CAP GROWTH COLLECTIVE TRUST
$8.9B