· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
ROBERT H. BRIDGEMAN, DDS, PA — ROBERT H. BRIDGEMAN, DDS, PA 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250612103253NAL0027071840001
ROBERT H. BRIDGEMAN, DDS, PA
Form 5500-SF
FILING_RECEIVED
ROBERT H. BRIDGEMAN, DDS, PA 401(K) PLAN
401(k) retirement plan
Active participants
11
Accounts w/ balance
10
Plan assets (EOY)
$5.5M
Net assets (EOY)
$5.5M
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
ROBERT H. BRIDGEMAN, DDS, PA
.
Find decision makers
Plan sponsor
Name
ROBERT H. BRIDGEMAN, DDS, PA
EIN
56-1389156
Address
2348 HIGHWAY 105 SUITE 1 · BOONE, NC · 28607
Phone
(828) 264-7272
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
2025-06-12
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
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Dentists plans
CHRIS HENSON, D.D.S., P.A.
CHRIS HENSON, D.D.S, P.A. 401(K) P/S PLAN
$5.5M · 7 participants
BAKER & GRAHAM DENTAL PARTNERSHIP
BAKER AND GRAHAM DENTISTRY PARTNERSHIP RETIREMENT PLAN & TRUST
$5.5M · 14 participants
DAVID N. HAZOURI, III, D.M.D.
THE DAVID N. HAZOURI, III, D.M.D. 401(K) PROFIT SHARING PLAN
$5.5M · 3 participants
THOMAS A. JACOBS, D.D.S.
THOMAS A. JACOBS, D.D.S. PROFIT SHARING 401K PLAN
$5.5M · 3 participants
JENKINS & MORROW, PLLC
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.
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.
JENKINS & MORROW, PLLC 401(K) PROFIT SHARING PLAN
$5.5M · 11 participants
JAY M. EPSTEIN, D.M.D., P.C.
JAY M. EPSTEIN, D.M.D., P.C. RETIREMENT TRUST
$5.5M · 15 participants
Large plans in North Carolina
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA 401(K) PLAN
$62.9B · 168,229 participants
HONEYWELL INTERNATIONAL INC EMPLOYEE SERVICES FINANCE MGMNT
HONEYWELL INTERNATIONAL INC. MASTER RETIREMENT TRUST
$17.9B
HONEYWELL INTERNATIONAL INC.
HONEYWELL RETIREMENT EARNINGS PLAN
$16.6B · 9,275 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL 401(K) PLAN
$16.3B · 44,069 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL SAVINGS AND OWNERSHIP PLAN MASTER TRUST
$16.2B
TRUIST FINANCIAL CORPORATION
TRUIST FINANCIAL CORPORATION PENSION PLAN
$14.7B · 33,167 participants