Back to filter
Original filing (PDF)20250723154206NAL0010909490001
KEITH DAVIS, DMD
Form 5500-SF
FILING_RECEIVED
KEITH DAVIS DMD, LLC 401(K) PLAN
401(k) retirement plan
Active participants
16
Accounts w/ balance
15
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
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 KEITH DAVIS, DMD.
Plan sponsor
Name
KEITH DAVIS, DMD
EIN
63-1242353
Address
100 CHELSEA CORNERS WAY, SUITE 113 · CHELSEA, AL · 35043
Phone
(205) 678-2525
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
2025-07-23
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
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
COLWICK PEDIATRIC DENTISTRY
COLWICK PEDIATRIC DENTISTRY 401(K) PLAN
$1.1M
NEU FAMILY DENTAL, P.C.
NEU FAMILY DENTAL, P.C. 401(K) PROFIT SHARING PLAN
$1.1M · 13 participants
MCDONOUGH ORTHODONTICS, LLC
MCDONOUGH ORTHODONTICS 401(K) PLAN
$1.1M · 11 participants
GOLD COAST SMILES DDS PLLC
GOLD COAST SMILES DDS PLLC 401(K) PROFIT SHARING PLAN & TRUST
$1.1M · 10 participants
MATTHEW C. PARKER, DDS, PLLC
VALLEY CREEK DENTAL CARE 401(K) PROFIT SHARING PLAN
$1.1M · 10 participants
TOKEN CREEK DENTAL
TOKEN CREEK DENTAL CENTER 401(K) P/S PLAN
$1.1M · 3 participants
Large plans in Alabama
REGIONS FINANCIAL CORPORATION
REGIONS FINANCIAL CORPORATION 401(K) PLAN
$3.2B · 20,137 participants
ENCOMPASS HEALTH CORPORATION
ENCOMPASS HEALTH CORPORATION 401(K) RETIREMENT PLAN
$1.7B · 26,914 participants
INTERGRAPH CORPORATION
HEXAGON EMPLOYEE RETIREMENT SAVINGS PLAN
$1.7B · 4,613 participants
UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION, PC
UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION P.C. 403(B) RETIREMENT ANNUITY PLAN
$1.6B · 5,019 participants
VULCAN MATERIALS COMPANY
VULCAN 401K PLAN
$1.5B · 9,218 participants
MERCEDES-BENZ U.S. INTERNATIONAL, INC.
MERCEDES-BENZ U.S. INTERNATIONAL, INC. RETIREMENT AND SAVINGS PLAN
$1.2B · 6,107 participants