Original filing (PDF)20251014101302NAL0003625552002

JON C. GREENE, D.D.S., P.A.

Name: JON C. GREENE, D.D.S., P.A. — JON C. GREENE, D.D.S., P.A. 401(K) PLAN, Form 5500 (2024)
Creator: JON C. GREENE, D.D.S., P.A.

Form 5500-SF

FILING_RECEIVED

JON C. GREENE, D.D.S., P.A. 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$927K

Net assets (EOY)

$927K

Plan health score

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

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (97th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JON C. GREENE, D.D.S., P.A..

Plan sponsor

Name

JON C. GREENE, D.D.S., P.A.

EIN

32-0303027all filings

Address

5000 SCHERTZ PARKWAY · SUITE 301 · SCHERTZ, TX · 78154

Phone

(210) 860-2217

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