Original filing (PDF)20250716092500NAL0002945809002

FOREST VIEW DENTAL, S.C.

Name: FOREST VIEW DENTAL, S.C. — FOREST VIEW DENTAL, S.C. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: FOREST VIEW DENTAL, S.C.

Form 5500

FILING_RECEIVED

FOREST VIEW DENTAL, S.C. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

—

Net assets (EOY)

—

How this plan invests

This plan

6 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FOREST VIEW DENTAL, S.C..

Plan sponsor

Name

FOREST VIEW DENTAL, S.C.

EIN

39-1813112

Address

1111 W. VALLEY RD · APPLETON, WI · 549151413

Phone

(920) 733-1111

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

2024-01-01

Tax period

2024-12-31

Filed

2025-07-16

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

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

Service providers (Schedule C)

No Schedule C providers reported

Investments

6 pooled funds· $757K

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

			% of plan
ASSOC GROWTH LIFESTAGE FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 39-6771936 / PN 001	Common Collective Trust	$395K	52.2%
ASSOCIATED STABLE VALUE FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 39-6571683 / PN 001	Common Collective Trust	$173K	22.8%
ASSOCIATED BALANCED LIFESTAGE FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 39-6771933 / PN 001	Common Collective Trust	$103K	13.6%
ASSOCIATED CORE BOND FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 90-0186734 / PN 001	Common Collective Trust	$76K	10.0%
MONEY MARKET COMMON TR FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 52-7241044 / PN 001	Common Collective Trust	$8K	1.0%
ASSOC GROWTH BAL LIFESTAGE FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 39-6771934 / PN 001	Common Collective Trust	$3K	0.4%

1–6 of 6

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