Original filing (PDF)20250929174148NAL0012492272001

ROBERT B. WAHEED, DDS, PA

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

Form 5500-SF

FILING_RECEIVED

ROBERT B. WAHEED, DDS, PA 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

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 ROBERT B. WAHEED, DDS, PA.

Plan sponsor

Name

ROBERT B. WAHEED, DDS, PA

EIN

76-0201880

Address

5444 WESTHEIMER ROAD, SUITE 1640 · HOUSTON, TX · 77057

Phone

(713) 622-0123

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

2025-09-29

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

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

MOUNDBUILDERS GENERAL DENTISTRY, LLC

MOUNDBUILDERS GENERAL DENTISTRY, LLC 401(K)PLAN

$1.3M · 14 participants

WATERS EDGE DENTAL, PLLC

WATERS EDGE DENTAL, PLLC 401(K) PS PLAN

$1.3M · 13 participants

ROOT RIVER DENTAL

ROOT RIVER DENTAL 401(K) PROFIT SHARING PLAN AND TRUST

$1.3M · 9 participants

MICHAEL J. COURTRIGHT, D.M.D., P.C.

MICHAEL J. COURTRIGHT, D.M.D., P.C. 401(K) RETIREMENT PLAN

$1.3M · 8 participants

BRIAN R SHEAFF DDS

BRIAN R SHEAFF DDS 401K PROFIT SHARING PLAN