Original filing (PDF)20240718150722NAL0010025952001

BAYER AND FAHL, D.D.S., S.C.

Name: BAYER AND FAHL, D.D.S., S.C. — BAYER AND FAHL, D.D.S., S.C. 401K PLAN, Form 5500 (2023)
Creator: BAYER AND FAHL, D.D.S., S.C.

Form 5500-SF

FILING_RECEIVED

BAYER AND FAHL, D.D.S., S.C. 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

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 BAYER AND FAHL, D.D.S., S.C..

Plan sponsor

Name

BAYER AND FAHL, D.D.S., S.C.

EIN

39-1178151

Address

429 NORTH GRAND AVENUE · WAUKESHA, WI · 531864913

Phone

(262) 542-2293

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-07-18

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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