Original filing (PDF)20251009155342NAL0015997922001

DR. ROBERT B. NAY DMD PA DBA NAY ORTHODONTICS

Name: DR. ROBERT B. NAY DMD PA DBA NAY ORTHODONTICS — DR. ROBERT B. NAY DMD, PA 401(K) PLAN, Form 5500 (2024)
Creator: DR. ROBERT B. NAY DMD PA DBA NAY ORTHODONTICS

Form 5500-SF

FILING_RECEIVED

DR. ROBERT B. NAY DMD, PA 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$498K

Net assets (EOY)

$498K

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 (24th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (88th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DR. ROBERT B. NAY DMD PA DBA NAY ORTHODONTICS.

Plan sponsor

Name

DR. ROBERT B. NAY DMD PA DBA NAY ORTHODONTICS

EIN

45-5291337all filings

Address

701 PIERMONT DRIVE · CARY, NC · 27519

Phone

(717) 818-3552

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator