Original filing (PDF)20230814162447NAL0066872882001

KAREN RETHMEYER, D.D.S.

Name: KAREN RETHMEYER, D.D.S. — MDIS MULTIPLE EMPLOYER 401(K) SAVINGS PLAN, Form 5500 (2022)
Creator: KAREN RETHMEYER, D.D.S.

Form 5500-SF

FILING_RECEIVED

MDIS MULTIPLE EMPLOYER 401(K) SAVINGS PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$596K

Net assets (EOY)

$596K

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 (96th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KAREN RETHMEYER, D.D.S..

Plan sponsor

Name

KAREN RETHMEYER, D.D.S.

EIN

48-1036880all filings

Address

408 EAST BANNISTER ROAD · KANSAS CITY, MO · 64131

Phone

(816) 333-3337

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Name

NATIONAL BENEFIT SERVICES, LLC

EIN

20-3886993

City

WEST JORDAN, UT

Phone

(801) 532-4000

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-08-14

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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