Back to filter
Original filing (PDF)20250729143013NAL0002943553005
ROSE ENDODONTICS, LLC
Form 5500-SF
FILING_RECEIVED
ROSE ENDODONTICS 401(K)PLAN
401(k) retirement plan
Active participants
9
Accounts w/ balance
11
Plan assets (EOY)
$4.0M
Net assets (EOY)
$4.0M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROSE ENDODONTICS, LLC.
Plan sponsor
Name
ROSE ENDODONTICS, LLC
EIN
77-0702916
Address
3 OAK DRIVE, SUITE A · MARYVILLE, IL · 62062
Phone
(618) 288-7372
Industry
Offices of Dentists· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-29
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Offices of Dentists plans
ELIZABETH J. SANTO, RESTORATION DENTAL, INC.
ELIZABETH J. SANTO, RESTORATION DENTAL, INC. 401(K) PROFIT SHARING PLAN
$4.0M · 10 participants
NOVA DENTAL ASSOCIATES, P.C.
NOVA DENTAL ASSOCIATES, P.C. 401(K) PROFIT SHARING PROFIT SHARING PLAN
$4.0M · 31 participants
ZARRINKELK AND SIAVASH DENTAL PARTNERSHIP
ZARRINKELK AND SIAVASH DENTAL PARTNERSHIP 401-K PLAN
$4.0M · 15 participants
TRI CITY ENDODONTICS
TRI CITY ENDODONTICS RETIREMENT PLAN
$4.0M · 13 participants
SIRKIN-LEVINE DENTAL ASSOCIATES, P.A.
SIRKIN-LEVINE DENTAL ASSOCIATES, P. A. PROFIT SHARING PLAN
$4.0M · 1 participants
LISA ALVETRO, D.D.S, MSD, INC.
LISA ALVETRO DDS MSD, INC. PROFIT SHARING PLAN
$4.0M · 21 participants
Large plans in Illinois
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - NON-LENDING
$91.1B
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - DC - NON-LENDING
$62.8B
TRUSTEES OF CENTRAL STATES, SE AND SW AREAS PENSION FUND
CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS PENSION PLAN
$48.2B · 38,102 participants
STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY
STATE FARM INSURANCE COMPANIES RETIREMENT PLAN FOR UNITED STATES EMPLOYEES
$37.7B · 39,712 participants
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - LENDING
$35.5B
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE SHORT TERM INVESTMENT
$29.7B
