Original filing (PDF)20250519204013NAL0000882849001

KNOELL FAMILY DENTISTRY, S.C.

Name: KNOELL FAMILY DENTISTRY, S.C. — KNOELL FAMILY DENISTRY 401(K) RETIREMENT PLAN, Form 5500 (2024)
Creator: KNOELL FAMILY DENTISTRY, S.C.

Form 5500-SF

FILING_RECEIVED

KNOELL FAMILY DENISTRY 401(K) RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KNOELL FAMILY DENTISTRY, S.C..

Plan sponsor

Name

KNOELL FAMILY DENTISTRY, S.C.

EIN

39-1279887

Address

5707 BYRD AVENUE · RACINE, WI · 53406

Phone

(262) 637-7276

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-08-01

Tax period

2024-12-31

Filed

2025-05-19

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

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