Original filing (PDF)20241018142100NAL0032850225001

NATE PORTER, DDS, PLLC

Name: NATE PORTER, DDS, PLLC — BROWN ROAD DENTAL 401(K) PROFIT SHARING PLAN, Form 5500 (2023)
Creator: NATE PORTER, DDS, PLLC

Form 5500-SF

FILING_RECEIVED

BROWN ROAD DENTAL 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NATE PORTER, DDS, PLLC.

Plan sponsor

Name

NATE PORTER, DDS, PLLC

EIN

45-4448080all filings

Address

280 N 159TH ST. · GILBERT, AZ · 85234

Phone

(480) 273-3419

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-10-15

Filed

2024-10-18

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

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