Original filing (PDF)20250908074541NAL0019216289001

FAMILY DYNAMICS, LLC

Name: FAMILY DYNAMICS, LLC — FAMILY DYNAMICS, LLC RETIREMENT PLAN, Form 5500 (2024)
Creator: FAMILY DYNAMICS, LLC

Form 5500-SF

FILING_RECEIVED

FAMILY DYNAMICS, LLC RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$448K

Net assets (EOY)

$448K

Plan health score

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

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (15th percentile).

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 FAMILY DYNAMICS, LLC.

Plan sponsor

Name

FAMILY DYNAMICS, LLC

EIN

42-1638037all filings

Address

1407 LEXINGTON ROAD · RICHMOND, KY · 40475

Phone

(859) 624-3926

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

2025-09-08

Pension benefit codes

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

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

GARY R. FOLKMAN DDS PS

GARY R. FOLKMAN DDS PS, 401(K) PLAN

$448K · 6 participants

ERIC MORSE, DDS, LLC

BROAD STREET DENTAL 401(K) PLAN

$448K · 7 participants

LARRY COHEN, DDS, P.C.

LARRY COHEN, DDS, P.C. 401(K) PROFIT SHARING PLAN

$448K · 6 participants

RONALD K. ALLEN, DDS, PC

RONALD K. ALLEN 401(K) PLAN

$448K · 5 participants

SCHNEIDER ENDODONTICS, INC.

SCHNEIDER ENDODONTICS, INC. 401(K) PLAN

$448K · 3 participants

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.