· 2022–2024 · DOL EFAST2

DR. TREY'S CHILDREN'S DENTISTRY, P.C. — DR. TREY'S CHILDREN'S DENTISTRY, P.C. 401(K) PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250821100227NAL0007063664001

DR. TREY'S CHILDREN'S DENTISTRY, P.C.

Form 5500-SF

FILING_RECEIVED

DR. TREY'S CHILDREN'S DENTISTRY, P.C. 401(K) PLAN

401(k) retirement plan

Active participants

10

Accounts w/ balance

14

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

Plan health score

92

/ 100

Grade A

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

72

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DR. TREY'S CHILDREN'S DENTISTRY, P.C..

Plan sponsor

Name

DR. TREY'S CHILDREN'S DENTISTRY, P.C.

EIN

45-3755411

Address

303 NORTH SECTION STREET · FAIRHOPE, AL · 36532

Phone

(251) 928-3030

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

2025-08-21

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

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 providers

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