Original filing (PDF)20250724155336NAL0002898771001

C R WALLIS DDS, PC

Name: C R WALLIS DDS, PC — BIG SKY ORAL & FACIAL SURGERY RETIREMENT PLAN, Form 5500 (2024)
Creator: C R WALLIS DDS, PC

Form 5500-SF

FILING_RECEIVED

BIG SKY ORAL & FACIAL SURGERY RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$634K

Net assets (EOY)

$634K

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 (96th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for C R WALLIS DDS, PC.

Plan sponsor

Name

C R WALLIS DDS, PC

EIN

81-3210874all filings

Address

1125 WEST KAGY BOULEVARD · SUITE 201 · BOZEMAN, MT · 59715

Phone

(406) 585-1120

Industry