Back to filter
Original filing (PDF)20230717135512NAL0029477601001
CRAIG H RICKS DDS PC
Form 5500-SF
FILING_RECEIVED
CRAIG H RICKS DDS PC PROFIT SHARING PLAN
401(k) retirement plan
Active participants
1
Accounts w/ balance
1
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
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 CRAIG H RICKS DDS PC.
Plan sponsor
Name
CRAIG H RICKS DDS PC
EIN
58-1851992
Address
71 SMOKERISE PT · PEACHTREE CITY, GA · 302694068
Phone
(770) 241-3168
Industry
Offices of Dentists· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-07-17
Pension benefit codes
3D · Pre-approved plan (master / prototype / VS)
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)
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
Similar-size Offices of Dentists plans
BALSTER PEDIATRIC DENTISTRY, P.C.
BALSTER PEDIATRIC DENTISTRY, P.C. 401(K) PROFIT SHARING PLAN
$1.4M · 10 participants
STEPHEN A MABRY DDS PLC
STEPHEN A MABRY DDS PLC 401(K) PROFIT SHARING PLAN & TRUST
$1.4M · 9 participants
LAKEVIEW ORTHODONTICS, P.C.
LAKEVIEW ORTHODONTICS, P.C. CASH BALANCE PLAN
$1.4M · 16 participants
NEW DAY DENTISTRY, PLLC
NEW DAY DENTISTRY 401(K) PLAN
$1.4M · 29 participants
JUDY CHEN, DDS, INC.
JUDY CHEN, DDS 401(K) PROFIT SHARING PLAN
$1.4M · 11 participants
MILLER DENTISTRY LLC
MILLER DENTISTRY LLC RETIREMENT TRUST
$1.4M · 6 participants
Large plans in Georgia
UNITED PARCEL SERVICE OF AMERICA, INC.
UPS GROUP TRUST
$42.9B
DELTA AIR LINES, INC
THE DELTA AIR LINES, INC. DEFINED CONTRIBUTION PLA
$37.3B
UNITED PARCEL SERVICE OF AMERICA, INC.
UPS RETIREMENT PLAN
$21.2B · 39,297 participants
DELTA AIR LINES, INC.
DELTA MASTER TRUST
$20.1B
INVESCO TRUST COMPANY
INVESCO SHORT-TERM BOND FUND
$19.7B
BOARD OF TRUSTEES OF THE TEAMSTERS - UPS 401K NATIONAL SAVINGS PLAN
THE TEAMSTER - UPS NATIONAL 401(K) TAX DEFERRED SAVINGS PLAN
$19.3B · 451,512 participants