How big is Montrose DDS PLLC's plan?

Montrose DDS PLLC's plan reported $50K in assets for 2022.

Original filing (PDF)20230425142540NAL0013013408001

Montrose DDS PLLC

Name: Montrose DDS PLLC — Montrose DDS PLLC 401(k) Profit, Form 5500 (2022)
Creator: Montrose DDS PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Montrose DDS PLLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Montrose DDS PLLC's Montrose DDS PLLC 401(k) Profit Sharing Plan & Trust reported $50K in plan assets in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$50K

Net assets (EOY)

$50K

People on this filing

Edward Rojas signed Montrose DDS PLLC's 2022 Form 5500 as plan administrator.

Edward Rojas — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Montrose DDS PLLC's EIN is 83-4719207.

EIN 83-4719207

Plan number 001

Plan year 2022

ACK ID 20230425142540NAL0013013408001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Montrose DDS PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Montrose DDS PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Above-average plan

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