Original filing (PDF)20250728122145NAL0000869155001

PALM VALLEY ORAL & MAXILLOFACIAL SURGERY, P.C.

Name: PALM VALLEY ORAL & MAXILLOFACIAL SURGERY, P.C. — RETIREMENT INCOME SECURITY PLAN-PALM VALLEY ORAL & MAXILLOFACIAL SURGERY, P.C., Form 5500 (2024)
Creator: PALM VALLEY ORAL & MAXILLOFACIAL SURGERY, P.C.

Form 5500-SF

FILING_RECEIVED

RETIREMENT INCOME SECURITY PLAN-PALM VALLEY ORAL & MAXILLOFACIAL SURGERY, P.C.

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PALM VALLEY ORAL & MAXILLOFACIAL SURGERY, P.C..

Plan sponsor

Name

PALM VALLEY ORAL & MAXILLOFACIAL SURGERY, P.C.

EIN

56-2329252

Address

1646 N. LITCHFIELD ROAD · SUITE 130 · GOODYEAR, AZ · 85395

Phone

(623) 935-5774

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Name

HEALTHEQUITY RETIREMENT SERVICES

EIN

82-1222973

City

DRAPER, UT

Phone

(877) 860-2664

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-28

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

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

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