How big is AMIT Mahesh Patel, DDS, MSD, PLLC's plan?

AMIT Mahesh Patel, DDS, MSD, PLLC's plan reported $985K in assets and 24 participants for 2024.

Original filing (PDF)20251006114514NAL0003351281001

AMIT Mahesh Patel, DDS, MSD, PLLC

Name: AMIT Mahesh Patel, DDS, MSD, PLLC — ROOT DFW Retirem, Form 5500 (2024)
Creator: AMIT Mahesh Patel, DDS, MSD, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ROOT DFW Retirement Plan & Trust

401(k) retirement plan · AMIT Mahesh Patel, DDS, MSD, PLLC's ROOT DFW Retirement Plan & Trust held $985K in plan assets for 24 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$985K

Net assets (EOY)

$984K

Plan identifiers

AMIT Mahesh Patel, DDS, MSD, PLLC's EIN is 46-1535196.

EIN 46-1535196

Plan number 001

Plan year 2024

ACK ID 20251006114514NAL0003351281001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for AMIT Mahesh Patel, DDS, MSD, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

AMIT Mahesh Patel, DDS, MSD, PLLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

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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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

AMIT MAHESH PATEL, DDS, MSD, PLLC

EIN

all filings

Address

2440 N. JOSEY LANE · SUITE 202 · CARROLLTON, TX · 75006

Phone

(972) 242-7603

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator