How big is Roberts Periodontal Group PC's plan?

Roberts Periodontal Group PC's plan reported $864K in assets and 8 participants for 2024.

Original filing (PDF)20251008065202NAL0002816451001

Roberts Periodontal Group PC

Name: Roberts Periodontal Group PC — Roberts Periodontal, Form 5500 (2024)
Creator: Roberts Periodontal Group PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Roberts Periodontal Group PC 401(k) Plan

401(k) retirement plan · Roberts Periodontal Group PC's Roberts Periodontal Group PC 401(k) Plan held $864K in plan assets for 8 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$864K

Net assets (EOY)

$864K

Plan identifiers

Roberts Periodontal Group PC's EIN is 47-1257924.

EIN 47-1257924

Plan number 001

Plan year 2024

ACK ID 20251008065202NAL0002816451001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Roberts Periodontal Group PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Roberts Periodontal Group 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 ROBERTS PERIODONTAL GROUP 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