Original filing (PDF)20251027142827NAL0015258642001

FOX VALLEY DENTAL

Name: FOX VALLEY DENTAL — FOX VALLEY DENTAL 401(K) PLAN, Form 5500 (2024)
Creator: FOX VALLEY DENTAL

Form 5500-SF

FILING_RECEIVED

FOX VALLEY DENTAL 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

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 FOX VALLEY DENTAL.

Plan sponsor

Name

FOX VALLEY DENTAL

EIN

82-1531837

Address

1380 S COMMERCIAL ST · NEENAH, WI · 549564636

Phone

(920) 432-7020

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

2025-10-27

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

MONMOUTH MAIN STREET DENTAL LLC

MAIN STREET DENTAL 401(K) RETIREMENT PLAN

$1.2M · 8 participants

CRAWFORD-JARVIS FAMILY DENTAL, LLC

CRAWFORD-JARVIS FAMILY DENTAL, LLC 401(K) PROFIT SHARING PLAN

$1.2M · 10 participants

HINKLE DENTISTRY, PLLC

HINKLE 401(K) PROFIT SHARING PLAN

$1.2M · 6 participants

CAMERON H. CONKIN, DDS, LLC ORAL AND MAXILLOFACIAL SURGEON

CAMERON H. CONKIN, DDS, LLC 401(K) PLAN

$1.2M · 4 participants

SCHMIDT ORTHODONTICS, PLLC