Clay Chandler, D.D.S., M.D. and Brian Kelley, D.D.S., M.D.,
Form 5500-SF
FILING_RECEIVED
Chandler, Fontenot & Kelley Cash Balance Plan & Trust
Defined-benefit pension plan · Clay Chandler, D.D.S., M.D. and Brian Kelley, D.D.S., M.D.,'s Chandler, Fontenot & Kelley Cash Balance Plan & Trust held $868K in plan assets for 14 participants in 2024.
Active participants
14
Accounts w/ balance
—
Plan assets (EOY)
$868K
Net assets (EOY)
$868K
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 CLAY CHANDLER, D.D.S., M.D. AND BRIAN KELLEY, D.D.S., M.D.,.
Plan sponsor
Name
CLAY CHANDLER, D.D.S., M.D. AND BRIAN KELLEY, D.D.S., M.D.,
