Back to filter
Original filing (PDF)20251015164830NAL0002772451001
JETTY UNITED
Form 5500
FILING_RECEIVED
JETTY UNITED 401(K) PLAN
401(k) retirement plan
Signals · 2
~191 bps in Sched C feesNo recordkeeper disclosed
Active participants
150
Accounts w/ balance
120
Plan assets (EOY)
$8.1M
Net assets (EOY)
$8.1M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
65
Vendor stack
80
Participation health
100
Knocking points off
- 191 bps in Schedule C fees — 268% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JETTY UNITED.
Plan sponsor
Name
JETTY UNITED
EIN
81-2003470
Address
6200 SARATOGA BLVD UNIT 1 · CORPUS CHRISTI, TX · 784143477
Phone
(361) 271-1211
Industry
Offices of Dentists· Health Care & Social Assistancesee all
Plan administrator
Name
ADMIN316
EIN
81-0759783
City
CORPUS CHRISTI, TX
Phone
(361) 271-1211
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
2J · 401(k) feature
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2K · 401(m) arrangement
Audit & trust (Schedule H)
Auditor
PARK FOWLER & CO., PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC WEALTH MANAGEMENT | 83-2425992 | CORPUS CHRISTI, TX | ADVISOR | $104K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PROFESSIONAL CAPITAL SERVICES, LLC | 23-3038464 | PHILADELPHIA, PA | CONTRACTOR ADMINISTRATOR | $50K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
Related plans
Other plans using STRATEGIC WEALTH MANAGEMENT
DANIEL G. SCHUSTER, LLC
DANIEL G. SCHUSTER LLC 401(K) SALARY REDUCTION PLAN
$40.1M · 1,266 participants
JETTY UNITED
JETTY UNITED 401(K) PLAN
$7.0M · 229 participants
HUMPAL PHYSICAL THERAPY P.C.
HUMPAL PHYSICAL THERAPY P.C. 401K PLAN
$4.7M · 188 participants
RESOURCE CARE
RESOURCE CARE 401(K) PLAN
$3.1M · 117 participants
SHACKELFORD COUNTY COMMUNITY
RESOURCECARE 401(K) PROFIT SHARING PLAN & TRUST
$2.1M · 120 participants
Similar-size Offices of Dentists plans
DR. RUSSO, P.C.
DR. RUSSO, P.C. 401(K) PROFIT SHARING PLAN & TRUST
$8.1M · 23 participants
EDWARDS FAMILY DENTISTRY, PC
EDWARDS FAMILY DENTISTRY, PC PROFIT SHARING PLAN
$8.1M · 11 participants
DRS. TURNER & BUTLER, DMD, P.A.
DRS. TURNER & BUTLER, DMD, PA 401(K) RETIREMENT PLAN
$8.1M · 17 participants
DR. ISRAEL ENGLARD
DR. ISRAEL ENGLARD PROFIT-SHARING PLAN
$8.1M · 4 participants
OCCHIETTI SELDEN DENTAL PC
OCCHIETTI SELDEN DENTAL PC 401(K) PROFIT SHARING PLAN
$8.1M · 11 participants
PEARL DENTAL CARE
PEARL DENTAL CARE 401(K) PLAN
$8.1M · 10 participants
Large plans in Texas
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
AT&T INC.
AT&T SAVINGS PLAN MASTER TRUST
$42.6B
AT&T INC.
SBC MASTER PENSION TRUST
$30.6B
AT&T INC.
AT&T PENSION BENEFIT PLAN
$28.3B · 93,065 participants
AMERICAN AIRLINES, INC. - RETIREMENT
MASTER TRUST FOR DC PLANS OF AMERICAN AIRLINES, INC. AND AFFILIATES
$27.7B
SAMMONS ENTERPRISES, INC.
SAMMONS ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$23.9B · 3,454 participants