How big is AMY Roberts DDS PLLC's plan?

AMY Roberts DDS PLLC's plan reported $700K in assets and 5 participants for 2024.

Original filing (PDF)20250708050231NAL0003650241001

AMY Roberts DDS PLLC

Name: AMY Roberts DDS PLLC — AMY Roberts DDS 401(k) Plan, Form 5500 (2024)
Creator: AMY Roberts DDS PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

AMY Roberts DDS 401(k) Plan

401(k) retirement plan · AMY Roberts DDS PLLC's AMY Roberts DDS 401(k) Plan held $700K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$700K

Net assets (EOY)

$700K

People on this filing

AMY Roberts signed AMY Roberts DDS PLLC's 2024 Form 5500 as plan administrator.

AMY Roberts — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

AMY Roberts DDS PLLC's EIN is 82-1150207.

EIN 82-1150207

Plan number 001

Plan year 2024

ACK ID 20250708050231NAL0003650241001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for AMY Roberts DDS PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

AMY Roberts DDS PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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 average account balance (88th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

AMY ROBERTS DDS PLLC

EIN

all filings

Address

300 PLAZA DR UNIT 150 · HIGHLANDS RANCH, CO · 80129

Phone

(303) 683-3332

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator