Original filing (PDF)20250804102946NAL0003240770001

SOUTHERN ROOTS PERIO FLORENCE, PSC

Name: SOUTHERN ROOTS PERIO FLORENCE, PSC — SOUTHERN ROOTS PERIO FLORENCE 401(K) PLAN, Form 5500 (2024)
Creator: SOUTHERN ROOTS PERIO FLORENCE, PSC

Form 5500-SF

FILING_RECEIVED

SOUTHERN ROOTS PERIO FLORENCE 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOUTHERN ROOTS PERIO FLORENCE, PSC.

Plan sponsor

Name

SOUTHERN ROOTS PERIO FLORENCE, PSC

EIN

46-5341670

Address

8136 MALL RD · FLORENCE, KY · 41042

Phone

(859) 371-6543

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Name

401K ADMINISTRATION MANAGEMENT PROGRAM INC.

EIN

85-4019239

City

HOUSTON, TX

Phone

(713) 524-5192

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-04

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

RIBAUT MEDICAL PARTNERS, LLC

RIBAUT MEDICAL PARTNERS 401(K) P/S PLAN

$1.9M · 6 participants

JIM C. KIM, M.D., INC.

JIM C. KIM, M.D., INC. 401(K) PROFIT SHARING PLAN

$1.9M · 7 participants

ABE ANCSELOVICS, DDS

ABE ANCSELOVICS, DDS PROFIT SHARING PLAN

$1.9M · 7 participants

ALI MEDICAL, LLC

ALI MEDICAL, LLC 401(K) PLAN

$1.9M · 2 participants

MATTHEW B. MILLS, MD, LTD.

EYE CARE PROFESSIONALS 401K PLAN

$1.9M · 13 participants