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Original filing (PDF)20251211083726NAL0005806035001
DRS. STONE AND STONE, DDS, PC
Form 5500-SF
FILING_RECEIVED
DRS. STONE AND STONE, DDS, PC 401(K) PLAN
401(k) retirement plan
Signals · 1
Late filing · 0.8 mo
Active participants
12
Accounts w/ balance
13
Plan assets (EOY)
$3.8M
Net assets (EOY)
$3.8M
Plan health score (directional)
88
/ 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
97
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Filed 0.8 months past the 10.5-month grace window.
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 DRS. STONE AND STONE, DDS, PC.
Plan sponsor
Name
DRS. STONE AND STONE, DDS, PC
EIN
58-2565738
Address
4205 N POINT PARKWAY, BLDG. E · ALPHARETTA, GA · 30022
Phone
(770) 475-4449
Industry
Offices of Dentists· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-12-11
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2H · Partial participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
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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