Back to filter
Original filing (PDF)20251007125706NAL0002477651002
MICHAEL D. ROLFES DDS INC
Form 5500-SF
FILING_RECEIVED
MICHAEL D. ROLFES DDS INC PROFIT SHARING PLAN
401(k) retirement plan
Active participants
8
Accounts w/ balance
11
Plan assets (EOY)
$2.8M
Net assets (EOY)
$2.8M
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 MICHAEL D. ROLFES DDS INC.
Plan sponsor
Name
MICHAEL D. ROLFES DDS INC
EIN
31-0841978
Address
7729 MONTGOMERY ROAD · CINCINNATI, OH · 45236
Phone
(513) 793-1241
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
2025-10-07
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
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
SAMER M. EBEID, DDS, INC.
SAMER M. EBEID, DDS, INC. CASH BALANCE PLAN
$2.8M · 5 participants
KURT A. AARONS, D.D.S., PC
KURT A. AARONS, D.D.S., PC 401(K) PROFIT SHARING PLAN
$2.8M · 11 participants
GREENWICH BRACES
GREENWICH BRACES, LLC PROFIT SHARING 401(K) PLAN
$2.8M · 6 participants
PEDIATRIC DENTAL ASSOCIATES, P.C
PEDIATRIC DENTAL ASSOCIATES, PC EMPLOYEE'S PROFIT SHARING PLAN
$2.8M · 7 participants
GLENWOOD DENTAL ASSOCIATES, LLP
GLENWOOD DENTAL ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN & TRUST
$2.8M · 6 participants
VICTOR C. BECK, JR., D.D.S, P.C.
VICTOR C. BECK, JR., D.D.S, P.C. 401(K) PROFIT SHARING PLAN
$2.8M · 25 participants
Large plans in Ohio
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GENERAL ELECTRIC PENSION TRUST
$24.9B
THE PROCTER & GAMBLE COMPANY
PROCTER & GAMBLE PROFIT SHARING TRUST & EMPLOYEE STOCK OWNERSHIP PLAN
$22.0B · 35,178 participants
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION TRUST
$19.1B
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION PLAN
$19.0B · 8,887 participants
GENERAL ELECTRIC COMPANY
GE AEROSPACE RETIREMENT SAVINGS PLAN
$14.7B · 29,163 participants
THE KROGER CO.
THE KROGER CO. 401(K) RETIREMENT SAVINGS ACCOUNT PLAN
$11.8B · 380,891 participants