Original filing (PDF)20250725093211NAL0016604402001

BOSSOLINA, DDS, PLLC

Name: BOSSOLINA, DDS, PLLC — BOSSOLINA RETIREMENT PLAN & TRUST, Form 5500 (2024)
Creator: BOSSOLINA, DDS, PLLC

Form 5500-SF

FILING_RECEIVED

BOSSOLINA RETIREMENT PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$896K

Net assets (EOY)

$896K

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 (93rd percentile).

Decision-maker contacts

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

Plan sponsor

Name

BOSSOLINA, DDS, PLLC

EIN

82-3132012all filings

Address

400 SOUTH TRYON ST., SUITE M3 · CHARLOTTE, NC · 28285

Phone

(704) 376-5950

Industry