Original filing (PDF)20251013131822NAL0001381073001

JOANNA L. CASEY, DDS, LLC

Name: JOANNA L. CASEY, DDS, LLC — JOANNA L. CASEY, DDS, LLC 401K PLAN, Form 5500 (2024)
Creator: JOANNA L. CASEY, DDS, LLC

Form 5500-SF

FILING_RECEIVED

JOANNA L. CASEY, DDS, LLC 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$569K

Net assets (EOY)

$545K

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 account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JOANNA L. CASEY, DDS, LLC.

Plan sponsor

Name

JOANNA L. CASEY, DDS, LLC

EIN

45-3828377all filings

Address

10870 BENSON DRIVE · SUITE 2100 · OVERLAND PARK, KS · 66210

Phone

(913) 541-3330

Industry