How big is David L. Roberts, DDS, PA's plan?

David L. Roberts, DDS, PA's plan reported $1.8M in assets and 6 participants for 2024.

Original filing (PDF)20250725140839NAL0003486179001

David L. Roberts, DDS, PA

Name: David L. Roberts, DDS, PA — David L. Roberts, DDS, Form 5500 (2024)
Creator: David L. Roberts, DDS, PA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

David L. Roberts, DDS, PA 401(k) Profit Sharing Plan

401(k) retirement plan · David L. Roberts, DDS, PA's David L. Roberts, DDS, PA 401(k) Profit Sharing Plan held $1.8M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

David Roberts signed David L. Roberts, DDS, PA's 2024 Form 5500 as plan administrator.

David Roberts — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

David L. Roberts, DDS, PA's EIN is 75-2933051.

EIN 75-2933051

Plan number 001

Plan year 2024

ACK ID 20250725140839NAL0003486179001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for David L. Roberts, DDS, PA from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

David L. Roberts, DDS, PA's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DAVID L. ROBERTS, DDS, PA.

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

DAVID L. ROBERTS, DDS, PA

EIN

all filings

Address

7777 FOREST LANE SUITE C-104 · DALLAS, TX · 75230

Phone

(972) 404-1911

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator