· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
NORTHWEST ORAL & MAXILLOFACIAL SURGERY, LLC — NORTHWEST ORAL & MAXILLOFACIAL SURGERY 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251007124616NAL0002473427001
NORTHWEST ORAL & MAXILLOFACIAL SURGERY, LLC
Form 5500-SF
FILING_RECEIVED
NORTHWEST ORAL & MAXILLOFACIAL SURGERY 401(K) PLAN
401(k) retirement plan
Active participants
19
Accounts w/ balance
72
Plan assets (EOY)
$3.7M
Net assets (EOY)
$3.7M
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
NORTHWEST ORAL & MAXILLOFACIAL SURGERY, LLC
.
Find decision makers
Plan sponsor
Name
NORTHWEST ORAL & MAXILLOFACIAL SURGERY, LLC
EIN
31-1173822
Address
6641 NORTH HIGH ST. · WORTHINGTON, OH · 43085
Phone
(614) 885-3339
Industry
Offices of Dentists
· Health Care & Social Assistance
see 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
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Dentists plans
ORTHODONTIC ASSOCIATES OF GREENVILLE, PA
ORTHODONTIC ASSOCIATES OF GREENVILLE, P.A. 401(K) PROFIT SHARING PLAN
$3.7M · 11 participants
MARC S. KAPLAN, D.D.S., LTD.
MARC S. KAPLAN, D.D.S., LTD. 401(K) PROFIT SHARING PLAN & TRUST
$3.7M · 7 participants
NORTH SUBURBAN ORAL SURGERY LTD
NORTH SUBURBAN ORAL SURGERY LTD PROFIT SHARING AND SAVINGS PLAN
$3.7M · 19 participants
ALAN L FRAME D D S INC
ALAN L FRAME D D S INC 401(K) PROFIT SHARING PLAN & TRUST
$3.7M · 7 participants
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.
3B · Covers self-employed individuals
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.
EMILIO O. HERNANDEZ, D.D.S., P.C.
EMILIO O. HERNANDEZ, D.D.S., P.C. PROFIT SHARING PLAN
$3.7M · 10 participants
J. ERIC WALDEN, DMD, MS, PLLC DBA NORTHERN KENTUCKY ENDODONTICS
J. ERIC WALDEN, DMD, MS, PLLC DBA NORTHERN KENTUCKY ENDODONTICS 401(K) PROFIT SHARING PLAN AND TRUST
$3.7M · 5 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
