· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
TRAVERSE DENTAL ASSOCIATES, P.C. — TRAVERSE DENTAL ASSOCIATES, P.C. PROFIT SHARING PLAN, Form 5500 (2022) | Form 5500 Search
Back to filter
Original filing (PDF)
20240131121010NAL0024268945001
TRAVERSE DENTAL ASSOCIATES, P.C.
Form 5500-SF
FILING_RECEIVED
TRAVERSE DENTAL ASSOCIATES, P.C. PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
Late filing · 2.5 mo
Active participants
23
Accounts w/ balance
34
Plan assets (EOY)
$4.4M
Net assets (EOY)
$4.4M
Plan health score (directional)
86
/ 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
90
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
TRAVERSE DENTAL ASSOCIATES, P.C.
.
Find decision makers
Plan sponsor
Name
TRAVERSE DENTAL ASSOCIATES, P.C.
EIN
38-1892181
Address
555 S. GARFIELD AVENUE · TRAVERSE CITY, MI · 49686
Phone
(231) 947-0210
Industry
Offices of Dentists
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2024-01-31
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Dentists plans
GORDON AND PRINCE FAMILY DENTISTRY,PLC
GORDON AND PRINCE FAMILY DENTISTRY, PLC 401(K) PLAN
$4.4M · 28 participants
DRS. HARRISON & TUCKER
DRS. HARRISON & TUCKER 401(K) PROFIT SHARING PLAN
$4.4M · 12 participants
ARTHUR D. JOHNSON DDS, P.C.
ARTHUR D. JOHNSON DDS, PC 401K PROFIT SHARING PLAN
$4.4M · 8 participants
JAMES R. SANTARELLI, DDS
JAMES R. SANTARELLI, DDS PROFIT SHARING PLAN
$4.4M · 16 participants
D. LANCE TAYLOR, D.M.D., M.S., P.C.
100
Knocking points off
Filed 2.5 months past the 10.5-month grace window.
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
D. LANCE TAYLOR, D.M.D., M.S., P.C. CASH BALANCE PLAN
$4.4M · 3 participants
JUNIPER SERVICES LLC
JUNIPER SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST
$4.4M · 161 participants
Large plans in Michigan
GENERAL MOTORS LLC
GENERAL MOTORS HOURLY-RATE EMPLOYEES PENSION PLAN
$44.8B · 15,648 participants
GENERAL MOTORS LLC
GENERAL MOTORS SAVINGS PLAN MASTER TRUST
$32.4B
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW GM RETIREES MEDICAL BENEFITS PLAN
$30.6B
FORD MOTOR COMPANY
FORD MOTOR COMPANY MASTER TRUST FUND
$29.5B
FORD MOTOR COMPANY
FORD DEFINED CONTRIBUTION PLANS MASTER TRUST
$25.3B
GENERAL MOTORS LLC
GENERAL MOTORS RETIREMENT SAVINGS PLAN FOR SALARIED EMPLOYEES IN THE UNITED STATES
$23.1B · 41,023 participants
