How big is Scott a Terry, DDS, PS' plan?

Scott a Terry, DDS, PS' plan reported $1.8M in assets and 9 participants for 2024.

Original filing (PDF)20250916095627NAL0004800450001

Scott a Terry, DDS, PS

Name: Scott a Terry, DDS, PS — Scott a Terry, DDS, PS, Form 5500 (2024)
Creator: Scott a Terry, DDS, PS
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Scott a Terry, DDS, PS 401(k) Plan

401(k) retirement plan · Scott a Terry, DDS, PS' Scott a Terry, DDS, PS 401(k) Plan held $1.8M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan identifiers

Scott a Terry, DDS, PS' EIN is 35-2111361.

EIN 35-2111361

Plan number 001

Plan year 2024

ACK ID 20250916095627NAL0004800450001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Scott a Terry, DDS, PS from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Scott a Terry, DDS, PS' plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SCOTT A TERRY, DDS, PS.

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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

Knocking points off