How big is Periodontic Excellence, PLLC's plan?

Periodontic Excellence, PLLC's plan reported $1.0M in assets and 8 participants for 2024.

Original filing (PDF)20251002204203NAL0000878337001

Periodontic Excellence, PLLC

Name: Periodontic Excellence, PLLC — Periodontic, Form 5500 (2024)
Creator: Periodontic Excellence, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Periodontic Excellence Retirement Plan & Trust

401(k) retirement plan · Periodontic Excellence, PLLC's Periodontic Excellence Retirement Plan & Trust held $1.0M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

Plan identifiers

Periodontic Excellence, PLLC's EIN is 35-2264274.

EIN 35-2264274

Plan number 001

Plan year 2024

ACK ID 20251002204203NAL0000878337001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Periodontic Excellence, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Periodontic Excellence, PLLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PERIODONTIC EXCELLENCE, PLLC.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

PERIODONTIC EXCELLENCE, PLLC

EIN

all filings

Address

3465 NATIONAL DR., STE. 100 · PLANO, TX · 75025

Phone

(972) 390-9944

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator