Original filing (PDF)20251013121058NAL0002806786001

ANDREW KATERAKIS DDS, LLC

Name: ANDREW KATERAKIS DDS, LLC — ANDREW KATERAKIS DDS, LLC CASH BALANCE PENSION PLAN, Form 5500 (2024)
Creator: ANDREW KATERAKIS DDS, LLC

Form 5500-SF

FILING_RECEIVED

ANDREW KATERAKIS DDS, LLC CASH BALANCE PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$342K

Net assets (EOY)

$342K

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ANDREW KATERAKIS DDS, LLC.

Plan sponsor

Name

ANDREW KATERAKIS DDS, LLC

EIN

81-2407116all filings

Address

1374 W. MAIN ST · TROY, OH · 45373

Phone

(937) 335-7754

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

2025-10-13

Pension benefit codes

1C · Cash balance or similar hybrid DB

1B · Flat-dollar DB formula

3D · Pre-approved plan (master / prototype / VS)

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 providers

Related plans

Similar-size Offices of Dentists plans

JUSTIN SHIRK DDS LLC

PIONEER GREENS DENTISTRY LLC 401(K) PROFIT SHARING PLAN

$342K · 6 participants

ELISA OCHOA DDS LTD

ELISA OCHOA DDS LTD 401(K) PLAN

$342K · 4 participants

HILLSVILLE FAMILY DENTAL PLLC

HILLSVILLE FAMILY DENTAL 401(K) PLAN

$342K · 11 participants

MOUNTAIN DENTAL, PC

MOUNTAIN DENTAL, PC PROFIT SHARING PLAN

$342K · 6 participants

TONY'S COMFORT DENTAL PC

TONY'S COMFORT DENTAL PC 401(K) PLAN

$342K · 9 participants

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.