Original filing (PDF)20260723142144NAL0013719537001

CODY Roberts

Name: CODY Roberts — CODY Roberts 401(k) Plan, Form 5500 (2025)
Creator: CODY Roberts
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CODY Roberts 401(k) Plan

401(k) retirement plan · CODY Roberts' CODY Roberts 401(k) Plan held $3K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3K

Net assets (EOY)

$3K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CODY ROBERTS.

Plan sponsor

Name

CODY ROBERTS

EIN

82-0616347all filings

Address

4226 B CLARK RD · GAINESVILLE, GA · 30506

Phone

—

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-07-23

Pension benefit codes

2A · Age/service weighted or new comparability

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)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

Smile Alliance Dentistry LLC

Smile Alliance Dentistry LLC 401(k) and Profit Sharing Plan

$3K · 1 participants

Angel Ray PC

Angel Ray PC 401 K Plan

$3K · 6 participants

ERIN S. Scimone, D.M.D. LLC

ERIN S. Scimone, D.M.D. LLC MCF Benefit Plan

$3K · 7 participants

BITE Club, PLLC

BITE Club, PLLC 401(k) Plan

$3K · 5 participants

Priggel Family Dentistry DMD LLC

Priggel Family Dentistry DMD LLC MCF Benefit Plan

$3K · 4 participants

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