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Original filing (PDF)20251125123940NAL0001785155001
SHAUNA H. MITCHELL, D.D.S.
Form 5500-SF
FILING_RECEIVED
SHAUNA H. MITCHELL, D.D.S. RETIREMENT PLAN AND TRUST
Defined-contribution retirement plan
Signals · 1
Late filing · 0.3 mo
Active participants
13
Accounts w/ balance
8
Plan assets (EOY)
$1.6M
Net assets (EOY)
$1.6M
Plan health score (directional)
85
/ 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
99
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
80
Knocking points off
- Filed 0.3 months past the 10.5-month grace window.
- 62% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SHAUNA H. MITCHELL, D.D.S..
Plan sponsor
Name
SHAUNA H. MITCHELL, D.D.S.
EIN
57-1193728
Address
3662 A FLAKES MILL ROAD · DECATUR, GA · 300345259
Phone
(770) 593-2202
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
2025-11-25
Pension benefit codes
2E · Profit-sharing
2A · Age/service weighted or new comparability
2G · Total participant-directed accounts
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
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