· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
DANIEL L. FOLEY, DDS, MS, INC. — DANIEL L. FOLEY, DDS, MS, INC. 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251002134316NAL0000534305001
DANIEL L. FOLEY, DDS, MS, INC.
Form 5500-SF
FILING_RECEIVED
DANIEL L. FOLEY, DDS, MS, INC. 401(K) PLAN
401(k) retirement plan
Active participants
18
Accounts w/ balance
28
Plan assets (EOY)
$3.8M
Net assets (EOY)
$3.8M
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
DANIEL L. FOLEY, DDS, MS, INC.
.
Find decision makers
Plan sponsor
Name
DANIEL L. FOLEY, DDS, MS, INC.
EIN
55-0605165
Address
203 BROOKSHIRE LANE · BECKLEY, WV · 25801
Phone
(304) 255-0549
Industry
Offices of Dentists
· Health Care & Social Assistance
see 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
2025-10-02
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
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
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
JEWORSKI WANG GENERAL PARTNERSHIP
JEWORSKI WANG GENERAL PARTNERSHIP RETIREMENT PLAN
$3.8M · 12 participants
SCOTTSDALE ORTHODONTIC ASSOCIATES, INC.
SCOTTSDALE ORTHODONTIC ASSOCIATES, INC 401(K) PLAN
$3.8M · 10 participants
BOSQUE VALLEY FAMILY DENTAL
BOSQUE VALLEY FAMILY DENTAL 401(K) PLAN
$3.8M · 15 participants
RINALDI ORTHODONTICS, INC.
RINALDI ORTHODONTICS, INC. DEFINED BENEFIT CASH BALANCE PLAN & TRUST
$3.8M · 14 participants
ALLEN K. HIRAI, D.D.S., LLC
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
ALLEN K. HIRAI, D.D.S., LLC 401(K) PROFIT SHARING PLAN
$3.8M · 1 participants
HEALTHY SMILES FAMILY DENTISTRY
HEALTHY SMILES FAMILY DENTISTRY PLLP 401(K) PLAN
$3.8M · 26 participants
Large plans in West Virginia
WVU HEALTH SYSTEM
WEST VIRGINIA UNIVERSITY HEALTH SYSTEM 403(B) RETIREMENT SAVINGS PLAN
$1.8B · 32,450 participants
ORRICK, HERRINGTON & SUTCLIFFE LLP
ORRICK, HERRINGTON & SUTCLIFFE LLP RETIREMENT PLAN
$1.2B · 1,870 participants
VANDALIA HEALTH, INC.
VANDALIA HEALTH SYSTEM 401(K) RETIREMENT SAVINGS P
$852.8M · 11,194 participants
WEST VIRGINIA LABORERS PENSION TRUST FUND
WEST VIRGINIA LABORERS PENSION TRUST FUND
$570.0M · 2,157 participants
I.U.O.E. LOCAL 132 PENSION FUND
I.U.O.E. LOCAL 132 PENSION FUND
$559.3M · 1,524 participants
BOARD OF TRUSTEES OF THE UMWA 1985 CONSTRUCTION WORKERS
UNITED MINE WORKERS OF AMERICA 1985 CONSTRUCTION WORKERS PENSION PLAN
$469.6M · 195 participants
