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Original filing (PDF)20260224143833NAL0004268802001

ROBERT E. ANDERSON, DDS, LTD

Form 5500-SF
FILING_RECEIVED
ROBERT E ANDERSON, DDS, LTD PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
11
Accounts w/ balance
12
Plan assets (EOY)
$5.7M
Net assets (EOY)
$5.7M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
  • No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROBERT E. ANDERSON, DDS, LTD.
Plan sponsor
Name
ROBERT E. ANDERSON, DDS, LTD
EIN
54-1147639
Address
2490 PRUDEN BLVD · SUFFOLK, VA · 23434
Phone
(757) 934-3000
Industry
Offices of Dentists· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-08-01
Tax period
2025-07-31
Filed
2026-02-24
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2A · Age/service weighted or new comparability
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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