Original filing (PDF)20260501220651NAL0000754643098

Zachary McCallum DDS SC

Name: Zachary McCallum DDS SC — Tradition Family Dentistry, Form 5500 (2025)
Creator: Zachary McCallum DDS SC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Tradition Family Dentistry 401(k) Plan

401(k) retirement plan · Zachary McCallum DDS SC's Tradition Family Dentistry 401(k) Plan held $1.3M in plan assets for 12 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (87th percentile).

Decision-maker contacts

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

Plan sponsor

Name

ZACHARY MCCALLUM DDS SC

EIN

84-2331928all filings

Address

814 CLAY STREET · DARLINGTON, WI · 53530

Phone

(608) 776-4471

Industry