Original filing (PDF)20250428113052NAL0008012003001

DENTISTRY OF WEST BEND, LTD

Name: DENTISTRY OF WEST BEND, LTD — DENTISTRY OF WEST BEND, LTD 401(K) PLAN, Form 5500 (2023)
Creator: DENTISTRY OF WEST BEND, LTD

Form 5500-SF

FILING_RECEIVED

DENTISTRY OF WEST BEND, LTD 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$396K

Net assets (EOY)

$396K

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 DENTISTRY OF WEST BEND, LTD.

Plan sponsor

Name

DENTISTRY OF WEST BEND, LTD

EIN

47-1924934all filings

Address

1270 CHESTNUT ST. · WEST BEND, WI · 53095

Phone

(262) 334-0316

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-11-01

Tax period

2024-10-31

Filed

2025-04-28

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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