· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
WINDSTONE DENTAL, LLC — WINDSTONE DENTAL 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251006140849NAL0002118115001
WINDSTONE DENTAL, LLC
Form 5500-SF
FILING_RECEIVED
WINDSTONE DENTAL 401(K) PLAN
401(k) retirement plan
Active participants
10
Accounts w/ balance
13
Plan assets (EOY)
$2.0M
Net assets (EOY)
$2.0M
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
WINDSTONE DENTAL, LLC
.
Find decision makers
Plan sponsor
Name
WINDSTONE DENTAL, LLC
EIN
45-4024091
Address
4824 GOODMAN ROAD · OLIVE BRANCH, MS · 38654
Phone
(662) 874-5917
Industry
Offices of Dentists
· Health Care & Social Assistance
see 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
2025-10-06
Pension benefit codes
2E · Profit-sharing
2T · Default investment account (QDIA)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2F · ERISA section 404(c)
3B · Covers self-employed individuals
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Dentists plans
LARRY TODD HILBURN DDS LLC
LARRY TODD HILBURN DDS LLC 401(K) PLAN
$2.0M · 9 participants
PATRICK QUINN, DDS, P.C.
PATRICK QUINN, DDS, P.C. PROFIT SHARING PLAN
$2.0M · 5 participants
COMBS AND WILSON DENISTRY
DENTAL WELLNESS OF LEXINGTON 401(K) PLAN
$2.0M · 21 participants
SOUTH HILLS DENTAL
SOUTH HILLS DENTAL RETIREMENT PLAN & TRUST
$2.0M · 11 participants
SHANE FOWLER, D.D.S. (APDC)
FOWLER & FOWLER CASH BALANCE 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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$2.0M · 12 participants
DURBIN DENTAL & IMPLANT CENTER, P.S.C
DURBIN DENTAL 401K PLAN
$2.0M · 8 participants
Large plans in Mississippi
CADENCE BANK
CADENCE 401(K) PROFIT-SHARING PLAN
$817.1M · 5,423 participants
HANCOCK WHITNEY CORPORATION
HANCOCK WHITNEY CORPORATION PENSION PLAN
$734.5M · 1,476 participants
ERGON, INC.
ERGON 401(K) PLAN
$651.4M · 3,470 participants
V2X, INC.
V2X 401K RETIREMENT PLAN
$644.4M · 13,781 participants
HANCOCK WHITNEY CORPORATION
HANCOCK WHITNEY CORPORATION 401(K) SAVINGS PLAN
$607.6M · 3,341 participants
SOUTHERN FARM BUREAU CASUALTY INSURANCE COMPANY
SOUTHERN FARM BUREAU AND ADOPTING COMPANIES 401(K) PLAN
$528.3M · 2,710 participants
