Original filing (PDF)20250923124409NAL0005717777001

ALEXANDRIA ORAL SURGERY ASSOCIATES, LLP

Name: ALEXANDRIA ORAL SURGERY ASSOCIATES, LLP — ALEXANDRIA ORAL SURGERY ASSOCIATES, LLP 401K PLAN AND TRUST, Form 5500 (2024)
Creator: ALEXANDRIA ORAL SURGERY ASSOCIATES, LLP

Form 5500-SF

FILING_RECEIVED

ALEXANDRIA ORAL SURGERY ASSOCIATES, LLP 401K PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

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 ALEXANDRIA ORAL SURGERY ASSOCIATES, LLP.

Plan sponsor

Name

ALEXANDRIA ORAL SURGERY ASSOCIATES, LLP

EIN

72-0794633

Address

1403 PETERMAN DRIVE · ALEXANDRIA, LA · 713013433

Phone

(318) 443-7200

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-23

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

2F · ERISA section 404(c)

Service providers (Schedule C)

Small plans don't disclose service providers

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ANTHONY W. BARTELS, III, D.D.S., P.A.