· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
FREDERICK A. WILLIAMS, DMD, PA — ATLANTIC DENTAL ASSOCIATES 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250918130002NAL0000668403001
FREDERICK A. WILLIAMS, DMD, PA
Form 5500-SF
FILING_RECEIVED
ATLANTIC DENTAL ASSOCIATES 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
14
Accounts w/ balance
12
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
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
FREDERICK A. WILLIAMS, DMD, PA
.
Find decision makers
Plan sponsor
Name
FREDERICK A. WILLIAMS, DMD, PA
EIN
56-1433854
Address
5080 MAIN STREET · SHALLOTTE, NC · 28470
Phone
(910) 754-6718
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
2025-09-18
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
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.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Dentists plans
MATTHEW ARTHO, DDS, PLLC
MATTHEW ARTHO, DDS, PLLC 401(K) RETIREMENT PLAN
$1.4M · 9 participants
STEVEN LEE, DDS, APC
STEVEN LEE, DDS, APC 401(K) PROFIT SHARING PLAN
$1.4M · 7 participants
LINNEA WESTERBERG DDS
LINNEA WESTERBERG DDS 401K PROFIT SHARING PLAN AND TRUST
$1.4M · 7 participants
BENJAMIN BUSHNELL DDS PC DBA LAKESIDE DENTAL
LAKESIDE DENTAL 401(K) PLAN
$1.4M · 5 participants
RIICHIRO SATO, DMD, PHD, INC. DBA HONOLULU DENTAL CLINIC
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.
HONOLULU DENTAL CLINIC DEFINED BENEFIT PLAN
$1.4M · 5 participants
ALLENDALE DENTAL PC
ALLENDALE DENTAL PC 401(K) PROFIT SHARING PLAN AND TRUST
$1.4M · 25 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
