Original filing (PDF)20250410161452NAL0013284531002

GREATER ST. LOUIS ORAL & MAXILLOFACIAL SURGERY, P. C.

Name: GREATER ST. LOUIS ORAL & MAXILLOFACIAL SURGERY, P. C. — MONTERUBIO & HERBOSA ORAL & MAXILLOFACIAL SURGERY, P.C., Form 5500 (2024)
Creator: GREATER ST. LOUIS ORAL & MAXILLOFACIAL SURGERY, P. C.

Form 5500-SF

FILING_RECEIVED

MONTERUBIO & HERBOSA ORAL & MAXILLOFACIAL SURGERY, P.C.

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.6M

Net assets (EOY)

$6.6M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GREATER ST. LOUIS ORAL & MAXILLOFACIAL SURGERY, P. C..

Plan sponsor

Name

GREATER ST. LOUIS ORAL & MAXILLOFACIAL SURGERY, P. C.

EIN

43-1554961

Address

1034 SOUTH BRENTWOOD BOULEVARD · SUITE 1010 · ST. LOUIS, MO · 63117

Phone

(314) 721-1010

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

2025-04-10

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

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

Audit & trust (Schedule H)

Auditor

—

Service providers (Schedule C)

Small plans don't disclose service providers

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WALTER TURNER, D.D.S., S.C.