Original filing (PDF)20250911115937NAL0000353152001

MONTEE TAILORED SMILES

Name: MONTEE TAILORED SMILES — MONTEE TAILORED SMILES 401(K) & PROFIT SHARING PLAN, Form 5500 (2024)
Creator: MONTEE TAILORED SMILES

Form 5500-SF

FILING_RECEIVED

MONTEE TAILORED SMILES 401(K) & PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$90K

Net assets (EOY)

$90K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MONTEE TAILORED SMILES.

Plan sponsor

Name

MONTEE TAILORED SMILES

EIN

84-3147365all filings

Address

16 S. CENTRAL AVE · MONTEAGLE, TN · 37356

Phone

(931) 924-2219

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

2025-09-11

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

2S · Automatic enrollment

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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PERIOSMILES, INC.

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KYLE FUKANO, D.D.S., PLLC

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