Original filing (PDF)20260209130953NAL0001103987001

ORAL HEALTH ASSOCIATES, PLLC

Name: ORAL HEALTH ASSOCIATES, PLLC — ORAL HEALTH ASSOCIATES, PLLC 401(K) PLAN, Form 5500 (2024)
Creator: ORAL HEALTH ASSOCIATES, PLLC

Form 5500-SF

FILING_RECEIVED

ORAL HEALTH ASSOCIATES, PLLC 401(K) PLAN

401(k) retirement plan

Signals · 1

Late filing · 2.8 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan health score

/ 100

Grade B

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ORAL HEALTH ASSOCIATES, PLLC.

Plan sponsor

Name

ORAL HEALTH ASSOCIATES, PLLC

EIN

62-1804857

Address

614 COMMONS DRIVE · GALLATIN, TN · 37066

Phone

(615) 451-3833

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2026-02-09

Pension benefit codes

2A · Age/service weighted or new comparability

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)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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