Original filing (PDF)20250618162413NAL0002434257001

KRANTZ, SCHWARTZ & WASSERMAN, PA

Name: KRANTZ, SCHWARTZ & WASSERMAN, PA — FALLSGROVE CENTER FOR DENTISTRY 401(K) PLAN, Form 5500 (2023)
Creator: KRANTZ, SCHWARTZ & WASSERMAN, PA

Form 5500-SF

FILING_RECEIVED

FALLSGROVE CENTER FOR DENTISTRY 401(K) PLAN

401(k) retirement plan

Signals · 1

Late filing · 7.1 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.9M

Net assets (EOY)

$4.9M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KRANTZ, SCHWARTZ & WASSERMAN, PA.

Plan sponsor

Name

KRANTZ, SCHWARTZ & WASSERMAN, PA

EIN

52-1618050

Address

14955 SHADY GROVE RD, SUITE 200 · ROCKVILLE, MD · 20850

Phone

(301) 610-9909

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

2023-01-01

Tax period

2023-12-31

Filed

2025-06-18

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

MABRY, AKHRASS & MCCARY, D.D.S., LLP

MABRY, REHDER & MCCARY, DDS, LLP 401(K) PROFIT SHARING PLAN

$4.9M · 14 participants

MARK J. BRONSKY, DMD, MS, PC

MARK BRONSKY, DMD, MS, PC 401(K) PLAN

$4.9M · 19 participants

BRYN MAWR DENTAL HEALTH GROUP, INC.

BRYN MAWR DENTAL HEALTH GROUP, INC 401(K) PROFIT SHARING PLAN

$4.9M · 15 participants

MARK D. BERMAN, D.D.S.

MARK D. BERMAN, D.D.S. & ASSOC. P.C.. PROFIT SHARING PLAN & TRUST

$4.9M · 12 participants

GREG ORTMAN, DDS, INCORPORATED