Original filing (PDF)20250821121443NAL0004153457001

CHARLES C. ANDERSON DDS S.C.

Name: CHARLES C. ANDERSON DDS S.C. — CHARLES C. ANDERSON DDS S.C. 401(K) PLAN, Form 5500 (2024)
Creator: CHARLES C. ANDERSON DDS S.C.

Form 5500-SF

FILING_RECEIVED

CHARLES C. ANDERSON DDS S.C. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

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 CHARLES C. ANDERSON DDS S.C..

Plan sponsor

Name

CHARLES C. ANDERSON DDS S.C.

EIN

39-1249732

Address

7215 W RAWSON AVE · FRANKLIN, WI · 53132

Phone

(414) 246-9676

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

2025-08-21

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

DOUGLAS J. KARDYNAL DDS, P.C.

DOUGLAS J. KARDYNAL DDS, P.C. 401(K) PROFIT SHARING PLAN

$1.9M · 9 participants

DAVID CHECKOFF, D.D.S. ORTHODONTIC ASSOCIATES, INC.

DAVID CHECKOFF, D.D.S. ORTHODONTIC ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

$1.9M · 9 participants

PETER L. CONMY, D.D.S., M.S., INC.

MAUI ORTHODONTICS RETIREMENT PLAN & TRUST.

$1.9M · 2 participants

HOLOHAN DENTAL PROFESSIONALS

HOLOHAN DENTAL PROFESSIONALS 401(K) PLAN

$1.9M · 7 participants

THERESA C. HAUCK, D.D.S., P.C.