How big is Holly Eppard, D.D.S., M.S., P.C.'s plan?

Holly Eppard, D.D.S., M.S., P.C.'s plan reported $1.1M in assets and 6 participants for 2024.

Original filing (PDF)20250923141947NAL0006438017001

Holly Eppard, D.D.S., M.S., P.C.

Name: Holly Eppard, D.D.S., M.S., P.C. — Eppard Orthodonti, Form 5500 (2024)
Creator: Holly Eppard, D.D.S., M.S., P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Eppard Orthodontics Retirement Plan & Trust

401(k) retirement plan · Holly Eppard, D.D.S., M.S., P.C.'s Eppard Orthodontics Retirement Plan & Trust held $1.1M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan identifiers

Holly Eppard, D.D.S., M.S., P.C.'s EIN is 47-1425954.

EIN 47-1425954

Plan number 001

Plan year 2024

ACK ID 20250923141947NAL0006438017001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Holly Eppard, D.D.S., M.S., P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Holly Eppard, D.D.S., M.S., P.C.'s plan includes a 401(k) feature, profit-sharing.

Decision-maker contacts

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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 (91st percentile).

Plan sponsor

Name

HOLLY EPPARD, D.D.S., M.S., P.C.

EIN

all filings

Address

1100 SUNSET LANE, SUITE 1110 · CULPEPER, VA · 22701

Phone

(540) 825-6064

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator