How big is Newport Endodontic Group's plan?

Newport Endodontic Group's plan reported $5.2M in assets and 13 participants for 2024.

Original filing (PDF)20250723062827NAL0003690689001

Newport Endodontic Group

Name: Newport Endodontic Group — Newport Endodontic Group, Form 5500 (2024)
Creator: Newport Endodontic Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Newport Endodontic Group 401(k) Plan

401(k) retirement plan · Newport Endodontic Group's Newport Endodontic Group 401(k) Plan held $5.2M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.2M

Net assets (EOY)

$5.2M

People on this filing

Tammy Julian signed Newport Endodontic Group's 2024 Form 5500 as plan administrator.

Tammy Julian — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Newport Endodontic Group's EIN is 33-0316969.

EIN 33-0316969

Plan number 001

Plan year 2024

ACK ID 20250723062827NAL0003690689001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Newport Endodontic Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Newport Endodontic Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NEWPORT ENDODONTIC GROUP.

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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