Original filing (PDF)20251010153342NAL0004752227001

DR. LAURA C. DAVIS, PC

Name: DR. LAURA C. DAVIS, PC — DAVIS FAMILY ORTHODONTICS 401(K) PLAN, Form 5500 (2024)
Creator: DR. LAURA C. DAVIS, PC

Form 5500-SF

FILING_RECEIVED

DAVIS FAMILY ORTHODONTICS 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$163K

Net assets (EOY)

$163K

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (11th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DR. LAURA C. DAVIS, PC.

Plan sponsor

Name

DR. LAURA C. DAVIS, PC

EIN

58-2182065all filings

Address

2033 MT. ZION ROAD · MORROW, GA · 30260

Phone

(404) 455-2712

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

2025-10-10

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

GUILLERMO ARELLANO, DMD, INC.

DENTAL EXCELLENCE OF GREENHAVEN 401(K) PLAN

$163K · 7 participants

UNTVA PLLC

UNTVA PLLC 401(K) PLAN

$163K · 11 participants

PATTY ERICKSON, DDS, SC

NORTH LAKE FAMILY DENTISTRY 401(K) PLAN

$163K · 5 participants

DAVID EVANS JR. DDS

DAVID EVANS 401K PLAN

$163K · 10 participants

CHENG ZHU DMD PC

FREEDOM FAMILY AND SEDATION DENTAL

$163K · 6 participants

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.