GERALD M WINKLER DMD PC 401(K) PROFIT SHARING PLAN & TRUST
Form 5500-SF
FILING_RECEIVED
GERALD M WINKLER DMD PC 401 (K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Signals · 1
Late filing · 33.6 mo
Active participants
7
Accounts w/ balance
4
Plan assets (EOY)
$3K
Net assets (EOY)
$3K
Plan health score
Average plan with room to improve
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
75
Total plan cost
n/a
Plan health
24
Vendor & structure
100
Knocking points off
Filed 33.6 months past the 10.5-month grace window.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (21st percentile).
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GERALD M WINKLER DMD PC 401(K) PROFIT SHARING PLAN & TRUST.
Plan sponsor
Name
GERALD M WINKLER DMD PC 401(K) PROFIT SHARING PLAN & TRUST
