Original filing (PDF)20250627150426NAL0005553011001

NEW ULM DENTAL CLINIC, LTD.

Name: NEW ULM DENTAL CLINIC, LTD. — NEW ULM DENTAL CLINIC RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: NEW ULM DENTAL CLINIC, LTD.

Form 5500-SF

FILING_RECEIVED

NEW ULM DENTAL CLINIC RETIREMENT SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan health score

/ 100

Grade B

Above-average plan

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 NEW ULM DENTAL CLINIC, LTD..

Plan sponsor

Name

NEW ULM DENTAL CLINIC, LTD.

EIN

41-1383718

Address

127 NORTH BROADWAY · NEW ULM, MN · 56073

Phone

(507) 233-9400

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

2024-11-01

Tax period

2024-12-31

Filed

2025-06-27

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

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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