Original filing (PDF)20250422103659NAL0004119841001

HERITAGE FAMILY DENTAL, LLC DBA PETER FAM DENTIS

Name: HERITAGE FAMILY DENTAL, LLC DBA PETER FAM DENTIS — HERITAGE FAMILY DENTAL, LLC RETIREMENT TRUST, Form 5500 (2024)
Creator: HERITAGE FAMILY DENTAL, LLC DBA PETER FAM DENTIS

Form 5500-SF

FILING_RECEIVED

HERITAGE FAMILY DENTAL, LLC RETIREMENT TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (10th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HERITAGE FAMILY DENTAL, LLC DBA PETER FAM DENTIS.

Plan sponsor

Name

HERITAGE FAMILY DENTAL, LLC DBA PETER FAM DENTIS

EIN

45-3999604

Address

2701 BRIDGE AVENUE · POINT PLEASANT, NJ · 08742

Phone

(732) 672-7159

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator