How big is Heath Grote DMD's plan?

Heath Grote DMD's plan reported $1.4M in assets and 9 participants for 2022.

Original filing (PDF)20230924201106NAL0004193795001

Heath Grote DMD

Name: Heath Grote DMD — Heath Grote DMD 401(k) Plan, Form 5500 (2022)
Creator: Heath Grote DMD
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Heath Grote DMD 401(k) Plan

401(k) retirement plan · Heath Grote DMD's Heath Grote DMD 401(k) Plan held $1.4M in plan assets for 9 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Heath Grote signed Heath Grote DMD's 2022 Form 5500 as plan administrator.

Heath Grote — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Heath Grote DMD's EIN is 37-1414813.

EIN 37-1414813

Plan number 001

Plan year 2022

ACK ID 20230924201106NAL0004193795001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Heath Grote DMD from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Heath Grote DMD's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HEATH GROTE DMD.

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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