Original filing (PDF)20251003084624NAL0002964978001

ERIN ELIZABETH PENDER, DDS

Name: ERIN ELIZABETH PENDER, DDS — CHAUTAUQUA LAKE DENTAL 401(K) SAVINGS PLAN, Form 5500 (2024)
Creator: ERIN ELIZABETH PENDER, DDS

Form 5500-SF

FILING_RECEIVED

CHAUTAUQUA LAKE DENTAL 401(K) SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$139K

Net assets (EOY)

$139K

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (20th 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 ERIN ELIZABETH PENDER, DDS.

Plan sponsor

Name

ERIN ELIZABETH PENDER, DDS

DBA

CHAUTAUQUA LAKE DENTAL

EIN

83-2795027all filings

Address

114 SOUTH ERIE ST. POB 149 · MAYVILLE, NY · 14757

Phone

(716) 753-7612

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

2025-10-03

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

3B · Covers self-employed individuals

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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