Original filing (PDF)20251011041431NAL0004603491001

PALMETTO SMILES DENTISTRY PARTNERSHIP

Name: PALMETTO SMILES DENTISTRY PARTNERSHIP — PALMETTO SMILES CASH BALANCE PLAN & TRUST, Form 5500 (2024)
Creator: PALMETTO SMILES DENTISTRY PARTNERSHIP

Form 5500-SF

FILING_RECEIVED

PALMETTO SMILES CASH BALANCE PLAN & TRUST

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

Plan health score

/ 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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PALMETTO SMILES DENTISTRY PARTNERSHIP.

Plan sponsor

Name

PALMETTO SMILES DENTISTRY PARTNERSHIP