Original filing (PDF)20250604124716NAL0019255424001

TRAVIS ROTTMAN DDS PLLC

Name: TRAVIS ROTTMAN DDS PLLC — TRAVIS ROTTMAN DDS PLLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: TRAVIS ROTTMAN DDS PLLC

Form 5500-SF

FILING_RECEIVED

TRAVIS ROTTMAN DDS PLLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$746K

Net assets (EOY)

$746K

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 average account balance (93rd percentile).

Decision-maker contacts

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

Plan sponsor

Name

TRAVIS ROTTMAN DDS PLLC

EIN

47-3138648all filings

Address

8040 WOODBRIDGE PKWY. · SUITE 500 · SACHSE, TX · 75048

Phone

(469) 757-9942

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

2025-06-04

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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