Original filing (PDF)20251015125411NAL0004901425001

RUTZ ENDODONTICS LLC DBA MONROE ENDODONTICS

Name: RUTZ ENDODONTICS LLC DBA MONROE ENDODONTICS — MONROE ENDODONTICS 401(K) PLAN, Form 5500 (2024)
Creator: RUTZ ENDODONTICS LLC DBA MONROE ENDODONTICS

Form 5500-SF

FILING_RECEIVED

MONROE ENDODONTICS 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

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 RUTZ ENDODONTICS LLC DBA MONROE ENDODONTICS.

Plan sponsor

Name

RUTZ ENDODONTICS LLC DBA MONROE ENDODONTICS

EIN

74-3232393

Address

2005 FORSYTHE AVENUE · MONROE, LA · 71201

Phone

(318) 322-8106

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

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

GRINNELL STREET DENTAL, INC.

GRINNELL STREET DENTAL 401(K) PLAN

$1.1M · 7 participants

PELICAN LANDING DENTAL

PELICAN LANDING DENTAL CASH BALANCE PLAN

$1.1M · 24 participants

ADARSH KAUR DDS, INC.

ADARSH KAUR DDS, INC. PENSION PLAN

$1.1M · 11 participants

HAWLEY ORTHODONTICS

HAWLEY ORTHODONTICS 401(K) PROFIT SHARING PLAN AND TRUST

$1.1M · 13 participants

BRANDON C. PAYNE, DDS, MD, PC

BRANDON C. PAYNE, DDS, MD, PC 401(K) PLAN