Original filing (PDF)20251008090256NAL0013331218001

DONALD R. FORTNER, JR., D.M.D., P.A.

Name: DONALD R. FORTNER, JR., D.M.D., P.A. — DONALD R. FORTNER, JR., D.M.D., P.A. CASH BALANCE PLAN, Form 5500 (2024)
Creator: DONALD R. FORTNER, JR., D.M.D., P.A.

Form 5500-SF

FILING_RECEIVED

DONALD R. FORTNER, JR., D.M.D., P.A. CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan health score

100

/ 100

Grade A

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DONALD R. FORTNER, JR., D.M.D., P.A..

Plan sponsor

Name