Original filing (PDF)20250820193627NAL0003559393001

WILLIAM YODER DMD PLLC

Name: WILLIAM YODER DMD PLLC — CRESTVIEW ENDODONTICS 401(K) PLAN, Form 5500 (2024)
Creator: WILLIAM YODER DMD PLLC

Form 5500-SF

FILING_RECEIVED

CRESTVIEW ENDODONTICS 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$438K

Net assets (EOY)

$438K

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 WILLIAM YODER DMD PLLC.

Plan sponsor

Name

WILLIAM YODER DMD PLLC

EIN

47-1111076all filings

Address

340 THOMAS MORE PARKWAY, 130 · CRESTVIEW HILLS, KY · 41017

Phone

(859) 327-8286

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

2025-08-20

Pension benefit codes

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)

2S · Automatic enrollment

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

PAUL E. GRAY, P.S.C.

PAUL E. GRAY, P.S.C. 401(K) PROFIT SHARING PLAN

$438K · 6 participants

PARAG R. KACHALIA, DDS, INC

PARAG R. KACHALIA, DDS, INC. 401K PLAN

$438K · 5 participants

PATRICIA E. MILLER, INC.

PATRICIA E. MILLER, INC. PROFIT SHARING PLAN

$438K · 4 participants

EAST BROWARD DENTAL, P.A.

FLORIDA SMILE STUDIO 401(K) RETIREMENT PLAN

$438K · 4 participants

MAHUA BOSE PILLAI DENTISTRY, P.C.

ADVANCED ENDODONTICS OF NEW YORK CASH BALANCE PENSION PLAN

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.