Original filing (PDF)20250608144140NAL0010382403001

ROBERT NORRIS DDS PA

Name: ROBERT NORRIS DDS PA — ROBERT NORRIS, DDS, 401(K) PLAN, Form 5500 (2024)
Creator: ROBERT NORRIS DDS PA

Form 5500-SF

FILING_RECEIVED

ROBERT NORRIS, DDS, 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

Plan health score (directional)

/ 100

Grade B

Above-average plan

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 ROBERT NORRIS DDS PA.

Plan sponsor

Name

ROBERT NORRIS DDS PA

EIN

74-2938692

Address

18720 STONE OAK PKWY · STE 207 · SAN ANTONIO, TX · 78258

Phone

(210) 259-1164

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-08

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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