· 2022–2024 · DOL EFAST2

NATHAN A. STEWART, DDS, PLLC — NATHAN A. STEWART, DDS, PLLC 401(K) RETIREMENT PLAN, Form 5500 (2024)

Original filing (PDF)20250624161728NAL0017035250001

NATHAN A. STEWART, DDS, PLLC

Form 5500-SF

FILING_RECEIVED

NATHAN A. STEWART, DDS, PLLC 401(K) RETIREMENT PLAN

401(k) retirement plan

Active participants

8

Accounts w/ balance

5

Plan assets (EOY)

$298K

Net assets (EOY)

$298K

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

62

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (24th percentile).

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 NATHAN A. STEWART, DDS, PLLC.

Plan sponsor

Name

NATHAN A. STEWART, DDS, PLLC

EIN

82-3597279all filings

Address

109 E. KAUFMAN STREET · ROCKWALL, TX · 75087

Phone

(972) 771-3684

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

2025-06-24

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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