Original filing (PDF)20250528125030NAL0004397475001

VIVIAN S. MORAD, DMD, PA

Name: VIVIAN S. MORAD, DMD, PA — VIVIAN S. MORAD, DMD, PA 401(K) PLAN, Form 5500 (2024)
Creator: VIVIAN S. MORAD, DMD, PA

Form 5500-SF

FILING_RECEIVED

VIVIAN S. MORAD, DMD, PA 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VIVIAN S. MORAD, DMD, PA.

Plan sponsor

Name

VIVIAN S. MORAD, DMD, PA

EIN

65-0568845

Address

8950 SW 74TH CT STE 1910 · MIAMI, FL · 331563178

Phone

(305) 670-3900

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

2025-05-28

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

MARION DENTAL HEALTH ASSOCIATES, PC

MARION DENTAL HEALTH ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN

$1.9M · 11 participants

BRENT W. GRAY DMD, PC

BRENT W. GRAY DMD, PC 401(K) PLAN

$1.9M · 6 participants

DAVID A. REESE, D.D.S., P.C.

DAVID A. REESE, D. D. S. 401(K) PROFIT SHARING PLAN

$1.9M · 10 participants

DENTISTRY OF DOWNTOWN FORT WORTH

DENTISTRY OF DOWNTOWN FORT WORTH 401(K) PLAN & TRUST

$1.9M · 5 participants

RICHARD F CORDOVA DO LLC

RICHARD F. CORDOVA, D.O., LLC 401(K) PROFIT SHARING PLAN