How big is BRAD Burtwistle, DDS, PC's plan?

BRAD Burtwistle, DDS, PC's plan reported $404K in assets and 5 participants for 2025.

Original filing (PDF)20260223105644NAL0001161456001

BRAD Burtwistle, DDS, PC

Name: BRAD Burtwistle, DDS, PC — Monument Family Dentistry, Form 5500 (2025)
Creator: BRAD Burtwistle, DDS, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Monument Family Dentistry 401(k) Plan

401(k) retirement plan · BRAD Burtwistle, DDS, PC's Monument Family Dentistry 401(k) Plan held $404K in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$404K

Net assets (EOY)

$404K

People on this filing

Julia Burtwistle signed BRAD Burtwistle, DDS, PC's 2025 Form 5500 as plan administrator.

Julia Burtwistle — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

BRAD Burtwistle, DDS, PC's EIN is 46-5568202.

EIN 46-5568202

Plan number 001

Plan year 2025

ACK ID 20260223105644NAL0001161456001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for BRAD Burtwistle, DDS, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

BRAD Burtwistle, DDS, PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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