Original filing (PDF)20250717165305NAL0000722705003

VISTA FAMILY DENTISTRY, L.L.C.

Name: VISTA FAMILY DENTISTRY, L.L.C. — VISTA FAMILY DENTISTRY, L.L.C. RETIREMENT TRUST, Form 5500 (2024)
Creator: VISTA FAMILY DENTISTRY, L.L.C.

Form 5500-SF

FILING_RECEIVED

VISTA FAMILY DENTISTRY, L.L.C. RETIREMENT TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$728K

Net assets (EOY)

$728K

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 (89th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for VISTA FAMILY DENTISTRY, L.L.C..

Plan sponsor

Name

VISTA FAMILY DENTISTRY, L.L.C.

EIN

81-5458551

Address

20855 WATERTOWN RD · STE 120 · WAUKESHA, WI · 53186

Phone

(262) 717-9104

Industry