Original filing (PDF)20240524102037NAL0003104147001

SCOTT C. SCHWARTZ DDS CHILDREN AND ADULT

Name: SCOTT C. SCHWARTZ DDS CHILDREN AND ADULT — CHILDREN AND ADULT DENTISTRY 401(K) PLAN, Form 5500 (2023)
Creator: SCOTT C. SCHWARTZ DDS CHILDREN AND ADULT

Form 5500-SF

FILING_RECEIVED

CHILDREN AND ADULT DENTISTRY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SCOTT C. SCHWARTZ DDS CHILDREN AND ADULT.

Plan sponsor

Name

SCOTT C. SCHWARTZ DDS CHILDREN AND ADULT

EIN

65-0563243all filings

Address

7250 COLLEGE PARKWAY SUITE #5 · FORT MYERS, FL · 33907

Phone

(239) 939-7070

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator