Original filing (PDF)20251008202308NAL0006305425001

ROBERT R. COOPE D.D.S., P.A.

Name: ROBERT R. COOPE D.D.S., P.A. — ROBERT R. COOPE D.D.S., P.A. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: ROBERT R. COOPE D.D.S., P.A.

Form 5500-SF

FILING_RECEIVED

ROBERT R. COOPE D.D.S., P.A. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

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 ROBERT R. COOPE D.D.S., P.A..

Plan sponsor

Name

ROBERT R. COOPE D.D.S., P.A.

EIN

83-0399007

Address

1250 SOUTH GOVERNORS AVE. · DOVER, DE · 19904

Phone

(302) 741-2044

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

2025-10-08

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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

MAIN & PALMER FAMILY DENTISTRY, P.A.

MAIN & PALMER FAMILY DENTISTRY, P.A. 401(K) PLAN

$2.9M · 30 participants

NUNN & MORRELL DENTISTRY PARTNERSHIP

NUNN & MORRELL DENTISTRY PARTNERSHIP RETIREMENT PLAN & TRUST

$2.9M · 12 participants

CESAR SOLANO

CESAR SOLANO 401(K) PLAN

$2.9M · 9 participants

LORI B. MUSICK, DDS, PC

LORI B. MUSICK, DDS, PC 401(K) PLAN

$3.0M · 9 participants

JEFFREY N. KENNEY, D.D.S., PLLC

JEFFREY N. KENNEY, D.D.S., PLLC 401(K) PROFIT SHARING PLAN