How big is Perio INDY's plan?

Perio INDY's plan reported $487K in assets and 4 participants for 2025.

Original filing (PDF)20260521115722NAL0001730435001

Perio INDY

Name: Perio INDY — Perio INDY 401(k) Plan, Form 5500 (2025)
Creator: Perio INDY
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Perio INDY 401(k) Plan

401(k) retirement plan · Perio INDY's Perio INDY 401(k) Plan held $487K in plan assets for 4 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$487K

Net assets (EOY)

$487K

People on this filing

Sarah HERD, DDS, MSD signed Perio INDY's 2025 Form 5500 as plan administrator.

Sarah HERD, DDS, MSD — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Perio INDY's EIN is 45-2705482.

EIN 45-2705482

Plan number 001

Plan year 2025

ACK ID 20260521115722NAL0001730435001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Perio INDY from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Perio INDY's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PERIO INDY.

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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.
High average account balance (91st percentile).

Plan sponsor

Name

PERIO INDY

EIN

all filings

Address

4725 STATESMEN DR. · SUITE F · INDIANAPOLIS, IN · 46250

Phone

(317) 436-7162

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-05-21

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

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

2A · Age/service weighted or new comparability

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 providers

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