Original filing (PDF)20250605055947NAL0031863874001

RICHARD M HOLMES DMD PA

Name: RICHARD M HOLMES DMD PA — RICHARD M HOLMES DMD PA 401K PLAN, Form 5500 (2024)
Creator: RICHARD M HOLMES DMD PA

Form 5500-SF

FILING_RECEIVED

RICHARD M HOLMES DMD PA 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$615K

Net assets (EOY)

$615K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RICHARD M HOLMES DMD PA.

Plan sponsor

Name

RICHARD M HOLMES DMD PA

EIN

56-2069134all filings

Address

4612 D HIGHWAY 74W · MONROE, NC · 28110

Phone

(704) 289-8366

Industry

Offices of Dentists· Health Care & Social Assistancesee 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

2025-06-05

Pension benefit codes

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)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

SIDED, INC.

SIDED, INC. 401(K) PLAN

$615K · 33 participants

AMY REESE DDS

AMY REESE DDS PROFIT SHARING PLAN

$615K · 2 participants

DAVID Y. KIM, D.D.S., PLLC

DAVID Y. KIM, D.D.S., PLLC 401(K) PLAN

$614K · 13 participants

BAINBRIDGE FAMILY DENTISTRY

BAINBRIDGE FAMILY DENTISTRY 401K PLAN

$614K · 6 participants

STEPHANIE S. STRATIL DDS AND CYNTHIA WRIGHT DDS, LLC.

THE DENTIST ON PEARL 401(K) PLAN

$615K · 14 participants

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.