Original filing (PDF)20250728132934NAL0000816291001

RICHARD J. STUART, DDS, PC

Name: RICHARD J. STUART, DDS, PC — RICHARD J. STUART, DDS, PC 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: RICHARD J. STUART, DDS, PC

Form 5500-SF

FILING_RECEIVED

RICHARD J. STUART, DDS, PC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.2M

Net assets (EOY)

$5.2M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RICHARD J. STUART, DDS, PC.

Plan sponsor

Name

RICHARD J. STUART, DDS, PC

EIN

35-1908886

Address

3021 E. 98TH STREET, SUITE 240 · INDIANAPOLIS, IN · 46280

Phone

(317) 846-0509

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-28

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

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.

Service providers (Schedule C)

Small plans don't disclose service providers

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