How big is Heber W. Windley, III, D.D.S. M.S., P.a's plan?

Heber W. Windley, III, D.D.S. M.S., P.a's plan reported $3.9M in assets and 6 participants for 2025.

Original filing (PDF)20260520165626NAL0001722097001

Heber W. Windley, III, D.D.S. M.S., P.a

Name: Heber W. Windley, III, D.D.S. M.S., P.a — Form 5500 Plan 002 (2025)
Creator: Heber W. Windley, III, D.D.S. M.S., P.a
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Heber W. Windley III, D.D.S., M.S., P.A. Retirement Plan

401(k) retirement plan · Heber W. Windley, III, D.D.S. M.S., P.a's Heber W. Windley III, D.D.S., M.S., P.A. Retirement Plan held $3.9M in plan assets for 6 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

Plan identifiers

Heber W. Windley, III, D.D.S. M.S., P.a's EIN is 56-2061589.

EIN 56-2061589

Plan number 002

Plan year 2025

ACK ID 20260520165626NAL0001722097001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Heber W. Windley, III, D.D.S. M.S., P.a from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Heber W. Windley, III, D.D.S. M.S., P.a's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.

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