How big is Helena Family Dentistry, PLLC's plan?

Helena Family Dentistry, PLLC's plan reported $670K in assets and 15 participants for 2024.

Original filing (PDF)20250714074253NAL0000679955001

Helena Family Dentistry, PLLC

Name: Helena Family Dentistry, PLLC — Helena Family, Form 5500 (2024)
Creator: Helena Family Dentistry, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Helena Family Dentistry 401(k) Plan

401(k) retirement plan · Helena Family Dentistry, PLLC's Helena Family Dentistry 401(k) Plan held $670K in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$670K

Net assets (EOY)

$670K

Plan identifiers

Helena Family Dentistry, PLLC's EIN is 83-2764708.

EIN 83-2764708

Plan number 001

Plan year 2024

ACK ID 20250714074253NAL0000679955001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Helena Family Dentistry, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Helena Family Dentistry, PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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