· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
RAMON D PELEAUX, DDS,MD,PA — RAMON D PELEAUX, DDS, MD, PA 401(K) P/S PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250501090005NAL0002123603001
RAMON D PELEAUX, DDS,MD,PA
Form 5500-SF
FILING_RECEIVED
RAMON D PELEAUX, DDS, MD, PA 401(K) P/S PLAN
401(k) retirement plan
Active participants
7
Accounts w/ balance
8
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
RAMON D PELEAUX, DDS,MD,PA
.
Find decision makers
Plan sponsor
Name
RAMON D PELEAUX, DDS,MD,PA
EIN
45-3637961
Address
3541 RANDOLPH RD STE 302 · CHARLOTTE, NC · 28211
Phone
(980) 224-7737
Industry
Offices of Dentists
· Health Care & Social Assistance
see all
Plan administrator
Name
SBSF
EIN
27-3232902
City
DULUTH, GA
Phone
(212) 564-2464
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-01
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
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
JAMES WONG DENTAL CORP.
JAMES WONG DENTAL CORP. 401 (K) PROFIT SHARING PLAN
$1.2M · 3 participants
OCALA ORAL SURGERY, PLLC
OCALA ORAL SURGERY 401(K) PLAN
$1.2M · 12 participants
SHIRENE ORANDI D.D.S., PA
SHIRENE ORANDI, D.D.S. 401(K) PROFIT SHARING PLAN
$1.2M · 7 participants
PAUL M. REISCHL, D.D.S.
PAUL M. REISCHL, D.D.S. PROFIT SHARING PLAN & TRUST
$1.2M · 3 participants
FORWOOD & CHRISTIE ORTHODONTICS, PC
FORWOOD & CHRISTIE ORTHODONTICS, PC PROFIT SHARING PLAN
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.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.2M
DHILLON FAMILY & COSMETIC DENTISTRY, LLC
DHILLON FAMILY & COSMETIC DENTISTRY, LLC 401(K) PLAN AND TRUST
$1.2M · 6 participants
Large plans in North Carolina
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA 401(K) PLAN
$62.9B · 168,229 participants
HONEYWELL INTERNATIONAL INC EMPLOYEE SERVICES FINANCE MGMNT
HONEYWELL INTERNATIONAL INC. MASTER RETIREMENT TRUST
$17.9B
HONEYWELL INTERNATIONAL INC.
HONEYWELL RETIREMENT EARNINGS PLAN
$16.6B · 9,275 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL 401(K) PLAN
$16.3B · 44,069 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL SAVINGS AND OWNERSHIP PLAN MASTER TRUST
$16.2B
TRUIST FINANCIAL CORPORATION
TRUIST FINANCIAL CORPORATION PENSION PLAN
$14.7B · 33,167 participants
