Original filing (PDF)20251014111132NAL0003733216001

JOHN D. KOUTRAS, D.D.S. NICHOLAS D. SCHOOLEY, D.D.S.

Name: JOHN D. KOUTRAS, D.D.S. NICHOLAS D. SCHOOLEY, D.D.S. — ANCORA - MEP, Form 5500 (2024)
Creator: JOHN D. KOUTRAS, D.D.S. NICHOLAS D. SCHOOLEY, D.D.S.

Form 5500-SF

FILING_RECEIVED

ANCORA - MEP

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

100

/ 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JOHN D. KOUTRAS, D.D.S. NICHOLAS D. SCHOOLEY, D.D.S..

Plan sponsor

Name

JOHN D. KOUTRAS, D.D.S. NICHOLAS D. SCHOOLEY, D.D.S.

EIN

31-1287440

Address

1275 OLENTANGY RIVER ROAD · COLUMBUS, OH · 43212

Phone

(614) 294-4007

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Name

THE ANCORA GROUP, INC.

EIN

27-1506603

City

MAYFIELD HEIGHTS, OH

Phone

(216) 825-4000

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2025-01-01

Tax period

2025-01-31

Filed

2025-10-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

3F · Sponsor used leased employees

Service providers (Schedule C)

Small plans don't disclose service providers

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