How big is Patrick J. Broome, DMD, MBA, PA's plan?

Patrick J. Broome, DMD, MBA, PA's plan reported $1.1M in assets and 3 participants for 2024.

Original filing (PDF)20250603121525NAL0007591299001

Patrick J. Broome, DMD, MBA, PA

Name: Patrick J. Broome, DMD, MBA, PA — Patrick J. Broome, Form 5500 (2024)
Creator: Patrick J. Broome, DMD, MBA, PA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Patrick J. Broome DMD, MBA, PA 401(k) Profit Sharing Plan

401(k) retirement plan · Patrick J. Broome, DMD, MBA, PA's Patrick J. Broome DMD, MBA, PA 401(k) Profit Sharing Plan held $1.1M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan identifiers

Patrick J. Broome, DMD, MBA, PA's EIN is 56-2465667.

EIN 56-2465667

Plan number 001

Plan year 2024

ACK ID 20250603121525NAL0007591299001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Patrick J. Broome, DMD, MBA, PA from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Patrick J. Broome, DMD, MBA, PA's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PATRICK J. BROOME, DMD, MBA, PA.

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

PATRICK J. BROOME, DMD, MBA, PA

EIN

all filings

Address

6849 FAIRVIEW ROAD, SUITE 200 · CHARLOTTE, NC · 28210

Phone

(704) 364-4711

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator