Original filing (PDF)20250515155715NAL0019655681001

DRS. GRIGSBY & CHIERA, SC

Name: DRS. GRIGSBY & CHIERA, SC — DRS. GRIGSBY & CHIERA, SC 401(K) RETIREMENT PLAN, Form 5500 (2024)
Creator: DRS. GRIGSBY & CHIERA, SC

Form 5500-SF

FILING_RECEIVED

DRS. GRIGSBY & CHIERA, SC 401(K) RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan health score (directional)

/ 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

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DRS. GRIGSBY & CHIERA, SC.

Plan sponsor

Name

DRS. GRIGSBY & CHIERA, SC

EIN

39-1135256

Address

2149 PIONEER DRIVE · BELOIT, WI · 535113099

Phone

(608) 362-5712

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

2024-04-01

Tax period

2025-03-31

Filed

2025-05-15

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

BLAKE L. MATTHEWS, D.D.S., LLC

BLAKE L. MATTHEWS, D.D.S., LLC PROFIT SHARING PLAN

$1.4M · 8 participants

LOWDER ORTHODONTICS

LOWDER ORTHODONTICS 401(K) PLAN

$1.4M · 9 participants

ADAM FULTON DDS, LLC

ADAM FULTON DDS 401(K) PLAN

$1.4M · 20 participants

GREAT LONG ISLAND DENTAL P.C

GREAT LONG ISLAND DENTAL P.C. CASH BALANCE PLAN

$1.4M · 14 participants

PREMIER DENTAL ARTS, PLLC

PREMIER DENTAL ARTS CASH BALANCE PLAN

$1.4M · 3 participants