Original filing (PDF)20250807103729NAL0003582129001

IONIA FAMILY DENTISTRY, LLC

Name: IONIA FAMILY DENTISTRY, LLC — IONIA FAMILY DENTISTRY 401(K) PLAN, Form 5500 (2024)
Creator: IONIA FAMILY DENTISTRY, LLC

Form 5500-SF

FILING_RECEIVED

IONIA FAMILY DENTISTRY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$557K

Net assets (EOY)

$557K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for IONIA FAMILY DENTISTRY, LLC.

Plan sponsor

Name

IONIA FAMILY DENTISTRY, LLC

EIN

38-3640314

Address

430 SWARTZ COURT · IONIA, MI · 48846

Phone

(616) 527-4930

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-07

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

CHRISTOPHER J. MANDUZZI, DDS, PC

CHRISTOPHER J. MANDUZZI, DDS, PC CASH BALANCE PLAN

$557K · 6 participants

NORTH SUBURBAN ENDODONTICS, PC

NORTH SUBURBAN ENDODONTICS, PC 401(K) PLAN

$557K · 5 participants

NORTH SUBURBAN ENDODONTICS, PC

NORTH SUBURBAN ENDODONTICS, PC 401(K) PLAN

$557K · 5 participants

FRYEBURG DENTAL CENTER

FDC 401(K) PLAN

$557K · 28 participants

SUSAN M DENNIS DDS PLC

SUSAN M DENNIS DDS PLC 401(K) PLAN

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.