Back to filter
Original filing (PDF)20251008161631NAL0003142819001
TARAS ROUD, D.M.D., P.A.
Form 5500-SF
FILING_RECEIVED
TARAS ROUD, D.M.D., P.A. 401(K) PLAN
401(k) retirement plan
Active participants
7
Accounts w/ balance
8
Plan assets (EOY)
$1.7M
Net assets (EOY)
$1.7M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TARAS ROUD, D.M.D., P.A..
Plan sponsor
Name
TARAS ROUD, D.M.D., P.A.
EIN
42-1598932
Address
3319 STATE ROAD 7, SUITE 307 · WELLINGTON, FL · 33449
Phone
(561) 333-2522
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
2025-10-08
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Offices of Dentists plans
DR. ROBERT H. STEPHENSON, DDS, PC
ROBERT H. STEPHENSON, D.D.S., P.C. 401(K) RETIREMENT SAVINGS PLAN
$1.7M · 1 participants
KINGWOOD FAMILY DENTISTRY, PLLC
KINGWOOD FAMILY DENTISTRY PLLC CASH BALANCE PLAN
$1.7M · 8 participants
STEPHEN E. HOFFMANN, DDS, P.A.
STEPHEN E. HOFFMANN, DDS, P.A. PROFIT SHARING PLAN
$1.7M · 7 participants
ANGELA G ELLIS, DDS, PA
ANGELA G ELLIS, DDS, PA 401K PROFIT SHARING PLAN
$1.7M · 9 participants
LAKE AREA DENTISTRY, LLC
LAKE AREA DENTISTRY, LLC 401(K) PLAN
$1.7M · 28 participants
ROBIN P. STEELY, DDS PC
ROBIN P. STEELY, DDS PC 401(K) PROFIT SHARING PLAN & TRUST
$1.7M · 6 participants
Large plans in Florida
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN
$16.3B · 41,945 participants
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN MASTER TRUST
$16.2B
PUBLIX SUPER MARKETS, INC.
PUBLIX SUPER MARKETS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST
$14.3B · 156,344 participants
PWC US GROUP LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PWC
$13.2B · 49,697 participants
ADP TOTALSOURCE GROUP, INC.
ADP TOTALSOURCE RETIREMENT SAVINGS PLAN
$9.2B · 299,514 participants
PRICEWATERHOUSECOOPERS LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PRICEWATERCOOPERS LLP
$9.1B · 50,893 participants