Back to filter
Original filing (PDF)20250709110736NAL0002793571003
ROBERT L. LEVY, D.D.S., LLC.
Form 5500-SF
FILING_RECEIVED
ROBERT L. LEVY, D.D.S., LLC. RETIREMENT PLAN
401(k) retirement plan
Active participants
4
Accounts w/ balance
7
Plan assets (EOY)
$2.3M
Net assets (EOY)
$2.3M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROBERT L. LEVY, D.D.S., LLC..
Plan sponsor
Name
ROBERT L. LEVY, D.D.S., LLC.
EIN
82-3991434
Address
301 4TH STREET · BOX 30137 · ALEXANDRIA, LA · 71301
Phone
(318) 445-8606
Industry
Offices of Dentists· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
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 providersRelated plans
Similar-size Offices of Dentists plans
SALUTE DENTAL, INC.
SALUTE DENTAL, INC. 401(K) PROFIT SHARING PLAN
$2.3M · 22 participants
STEVEN W. HAMRICK, DMD, AND SHEPPARD A. MCKENZIE, IV, DDS, MS, PA
RALEIGH PERIODONTICS 401(K) P/S PLAN
$2.3M · 17 participants
BOURNIAS CERVONE DERLINK HUTCHINSON DENTAL & ASSOCIATES, LLC
BOURNIAS CERVONE DERLINK HUTCHINSON DENTAL & ASSOCIATES, LLC 401K RETIREMENT PLAN
$2.3M · 13 participants
ROBERT A. NEAL, D.D.S., P.A.
ROBERT A. NEAL, D.D.S. 401K PROFIT SHARING PLAN & TRUST
$2.3M · 14 participants
HUNTER C JOH DDS PA
HUNTER C JOH DDS 401K PLAN
$2.3M · 18 participants
DAVIES GENERAL DENTISTRY, S. C.
DAVIES GENERAL DENTISTRY, S.C. 401(K) PLAN
$2.3M · 12 participants
Large plans in Louisiana
LUMEN TECHNOLOGIES, INC.
LUMEN 401(K) SAVINGS PLAN
$7.3B · 21,466 participants
LUMEN TECHNOLOGIES, INC.
CENTURYLINK, INC. DEFINED CONTRIBUTION PLAN MASTER
$6.5B
LUMEN TECHNOLOGIES, INC.
CENTURYLINK, INC. DEFINED BENEFIT MASTER TRUST
$4.7B
ENTERGY CORPORATION
ENTERGY CORP RETIREMENT PLANS MASTER TRUST
$4.7B
ENTERGY CORPORATION
ENTERGY CORPORATION QUALIFIED PLAN MASTER TRUST
$4.4B
ENTERGY CORPORATION
SAVINGS PLAN OF ENTERGY CORPORATION AND SUBSIDIARIES
$4.4B · 9,114 participants