How big is Anne E. Siegrist, D.D.S., S.C.'s plan?

Anne E. Siegrist, D.D.S., S.C.'s plan reported $12.0M in assets and 1 participants for 2024.

Original filing (PDF)20251010120041NAL0004573683001

Anne E. Siegrist, D.D.S., S.C.

Name: Anne E. Siegrist, D.D.S., S.C. — Anne E. Siegrist, Form 5500 (2024)
Creator: Anne E. Siegrist, D.D.S., S.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Anne E. Siegrist, D.D.S., S.C. Profit Sharing Plan

Defined-contribution retirement plan · Anne E. Siegrist, D.D.S., S.C.'s Anne E. Siegrist, D.D.S., S.C. Profit Sharing Plan held $12.0M in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$12.0M

Net assets (EOY)

$12.0M

People on this filing

Anne E. Siegrist, D.D.S. signed Anne E. Siegrist, D.D.S., S.C.'s 2024 Form 5500 as plan administrator.

Anne E. Siegrist, D.D.S. — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Anne E. Siegrist, D.D.S., S.C.'s EIN is 39-1548069.

EIN 39-1548069

Plan number 003

Plan year 2024

ACK ID 20251010120041NAL0004573683001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Anne E. Siegrist, D.D.S., S.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Anne E. Siegrist, D.D.S., S.C.'s plan includes profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ANNE E. SIEGRIST, D.D.S., S.C..

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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.
High average account balance (100th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (95th percentile).

Plan sponsor

Name

ANNE E. SIEGRIST, D.D.S., S.C.

EIN

all filings

Address

224 W. CALUMET STREET · APPLETON, WI · 549154935

Phone

(920) 730-9222

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator