Original filing (PDF)20250219094558NAL0010207282001

SPELTZ & WERNIMONT FAMILY DENTISTRY LLP

Name: SPELTZ & WERNIMONT FAMILY DENTISTRY LLP — SPELTZ & WERNIMONT FAMILY DENTISTRY LLP 401(K) PLAN, Form 5500 (2024)
Creator: SPELTZ & WERNIMONT FAMILY DENTISTRY LLP

Form 5500-SF

FILING_RECEIVED

SPELTZ & WERNIMONT FAMILY DENTISTRY LLP 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.1M

Net assets (EOY)

$4.1M

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 SPELTZ & WERNIMONT FAMILY DENTISTRY LLP.

Plan sponsor

Name

SPELTZ & WERNIMONT FAMILY DENTISTRY LLP

EIN

83-2511233

Address

321 E. MAIN STREET · NEW HAMPTON, IN · 50659

Phone

(815) 227-0300

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Name

SAVANT CAPITAL, LLC

EIN

45-3812777

City

ROCKFORD, IL

Phone

(815) 227-0300

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-02-19

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

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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