Original filing (PDF)20250702124531NAL0013693905002

WILBUR FAMILY DENTISTRY DANIEL B FENN DDS PLLC

Name: WILBUR FAMILY DENTISTRY DANIEL B FENN DDS PLLC — WILBUR FAMILY DENTISTRY DANIEL B FENN DDS PLLC RETIREMENT TRUST, Form 5500 (2024)
Creator: WILBUR FAMILY DENTISTRY DANIEL B FENN DDS PLLC

Form 5500-SF

FILING_RECEIVED

WILBUR FAMILY DENTISTRY DANIEL B FENN DDS PLLC RETIREMENT TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$184K

Net assets (EOY)

$184K

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 (92nd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WILBUR FAMILY DENTISTRY DANIEL B FENN DDS PLLC.

Plan sponsor

Name

WILBUR FAMILY DENTISTRY DANIEL B FENN DDS PLLC

EIN

82-2521516

Address

5 SW RAILROAD AVE · WILBUR, WA · 99185

Phone

(509) 647-5681

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator