How big is Wendy D. Willoughby, DDS' plan?

Wendy D. Willoughby, DDS' plan reported $2.9M in assets and 3 participants for 2024.

Original filing (PDF)20250909102339NAL0020098929001

Wendy D. Willoughby, DDS

Name: Wendy D. Willoughby, DDS — Wendy D. Willoughby, DDS, Form 5500 (2024)
Creator: Wendy D. Willoughby, DDS
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wendy D. Willoughby, DDS Retirement Plan

401(k) retirement plan · Wendy D. Willoughby, DDS' Wendy D. Willoughby, DDS Retirement Plan held $2.9M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

Plan identifiers

Wendy D. Willoughby, DDS' EIN is 56-1638946.

EIN 56-1638946

Plan number 001

Plan year 2024

ACK ID 20250909102339NAL0020098929001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wendy D. Willoughby, DDS from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wendy D. Willoughby, DDS' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (93rd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Plan sponsor

Name

WENDY D. WILLOUGHBY, DDS

EIN

all filings

Address

192 E. CHESTNUT STREET, SUITE B · ASHEVILLE, NC · 28801

Phone

(828) 255-0936

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator