Original filing (PDF)20250731151125NAL0003188867001

OCONOMOWOC PEDIATRIC DENTISTRY, S.C.

Name: OCONOMOWOC PEDIATRIC DENTISTRY, S.C. — OCONOMOWOC PEDIATRIC DENTISTRY, S.C. 401(K) PLAN, Form 5500 (2024)
Creator: OCONOMOWOC PEDIATRIC DENTISTRY, S.C.

Form 5500-SF

FILING_RECEIVED

OCONOMOWOC PEDIATRIC DENTISTRY, S.C. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$587K

Net assets (EOY)

$587K

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 OCONOMOWOC PEDIATRIC DENTISTRY, S.C..

Plan sponsor

Name

OCONOMOWOC PEDIATRIC DENTISTRY, S.C.

EIN

81-3280450

Address

36461 NORTH SUMMIT VILLAGE WAY · OCONOMOWOC, WI · 53066

Phone

(262) 468-5212

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

2025-07-31

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

PEACHTREE ENDODONTICS P.C.

PEACHTREE ENDODONTICS P.C. CASH BALANCE PLAN

$587K · 9 participants

MICHAEL B. SMITH, DDS, LLC

MICHAEL B. SMITH, DDS 401(K) PLAN

$587K · 8 participants

DEANNE M. SCHMIDT DDS, PC

DEANNE M. SCHMIDT, DDS, PC CASH BALANCE PLAN & TRUST

$587K · 1 participants

HUANG AND ZHOU PLLC

HUANG & ZHOU PLLC PENSION PLAN

$587K · 6 participants

DR. DANIEL LEBOWITZ, DDS

DR. DANIEL LEBOWITZ, DDS 401(K) PLAN

$587K · 24 participants