Back to filter
Original filing (PDF)20250916095627NAL0004800450001
SCOTT A TERRY, DDS, PS
Form 5500-SF
FILING_RECEIVED
SCOTT A TERRY, DDS, PS 401(K) PLAN
401(k) retirement plan
Active participants
9
Accounts w/ balance
7
Plan assets (EOY)
$1.8M
Net assets (EOY)
$1.8M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SCOTT A TERRY, DDS, PS.
Plan sponsor
Name
SCOTT A TERRY, DDS, PS
EIN
35-2111361
Address
501 HENRY ST · NORTH VERNON, IN · 47265
Phone
(812) 346-4500
Industry
Offices of Dentists· Health Care & Social Assistancesee all
Plan administrator
Name
401GO, INC.
EIN
88-3928199
City
WEST JORDAN, UT
Phone
(801) 214-2125
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-16
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
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 providersRelated plans
Similar-size Offices of Dentists plans
HUY HUU DO, D.D.S., INC.
HUY HUU DO, D.D.S., INC. DEFINED BENEFIT PENSION PLAN
$1.8M · 2 participants
ARMINE SARKISIAN MD, INC.
ARMINE SARKISIAN MD, INC. CASH BALANCE PENSION PLAN
$1.8M · 5 participants
BRAZOS VALLEY PERIODONTICS CENTER, P.A.
BRAZOS VALLEY PERIODONTICS CENTER, P.A. 401(K) PLAN
$1.8M · 6 participants
ROTHWANGL DENTAL CARE, PLLC
ROTHWANGL DENTAL CARE, PLLC RETIREMENT PLAN & TRUST
$1.8M · 5 participants
MAINELY KIDS & TEENS, PLLC
MAINELY KIDS & TEENS RETIREMENT PLAN & TRUST
$1.8M · 13 participants
ROBERT J. SIEMAN, DMD, LLC
ROBERT J. SIEMAN, DMD 401(K) PROFIT SHARING PLAN
$1.8M · 5 participants
Large plans in Indiana
ELI LILLY AND COMPANY
LILLY SAVINGS PLAN MASTER TRUST FUND B
$13.5B
ELI LILLY AND COMPANY
THE LILLY EMPLOYEE 401(K) PLAN
$13.1B · 21,803 participants
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN MASTER TRUST
$12.1B
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH 401(K) PLAN
$12.1B · 71,880 participants
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH DEFINED CONTRIBUTION MASTER TRUST
$11.9B
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN
$11.8B · 21,629 participants