Original filing (PDF)20260623134218NAL0012219426001

Robert Beckmann Assoc PA Inc. DBA Preston Sherry Dental Assoc

Name: Robert Beckmann Assoc PA Inc. DBA Preston Sherry Dental Assoc — Form 5500 Plan 001 (2025)
Creator: Robert Beckmann Assoc PA Inc. DBA Preston Sherry Dental Assoc
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Preston Sherry Dental Associates 401(k) Plan

401(k) retirement plan · Robert Beckmann Assoc PA Inc. DBA Preston Sherry Dental Assoc's Preston Sherry Dental Associates 401(k) Plan held $775K in plan assets for 6 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$775K

Net assets (EOY)

$775K

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (93rd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROBERT BECKMANN ASSOC PA INC DBA PRESTON SHERRY DENTAL ASSOC.

Plan sponsor

Name

ROBERT BECKMANN ASSOC PA INC DBA PRESTON SHERRY DENTAL ASSOC

EIN

75-2900712all filings

Address

5451 MONTICELLO AVE · DALLAS, TX · 75206

Phone

(214) 691-7371

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator