Original filing (PDF)20250822072734NAL0002444643001

SOUTHERN ROOTS PERIODONTICS

Name: SOUTHERN ROOTS PERIODONTICS — SOUTHERN ROOTS PERIODONTICS 401(K) PLAN, Form 5500 (2024)
Creator: SOUTHERN ROOTS PERIODONTICS

Form 5500-SF

FILING_RECEIVED

SOUTHERN ROOTS PERIODONTICS 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$60K

Net assets (EOY)

$60K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SOUTHERN ROOTS PERIODONTICS.

Plan sponsor

Name

SOUTHERN ROOTS PERIODONTICS

EIN

45-5481045all filings

Address

1418 DRESDEN DR NE · UNIT 205 · ATLANTA, GA · 30319

Phone

(404) 618-0380

Industry

Offices of Dentists· Health Care & Social Assistancesee 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

2025-08-22

Pension benefit codes

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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