How big is Whitley Bartholomew, DDS, PLLC's plan?

Whitley Bartholomew, DDS, PLLC's plan reported $473K in assets and 6 participants for 2024.

Original filing (PDF)20251009170912NAL0011437504001

Whitley Bartholomew, DDS, PLLC

Name: Whitley Bartholomew, DDS, PLLC — Whitley Bartholomew, Form 5500 (2024)
Creator: Whitley Bartholomew, DDS, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Whitley Bartholomew, DDS, PLLC 401(k) Plan

401(k) retirement plan · Whitley Bartholomew, DDS, PLLC's Whitley Bartholomew, DDS, PLLC 401(k) Plan held $473K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$473K

Net assets (EOY)

$473K

People on this filing

Richard Tatum signed Whitley Bartholomew, DDS, PLLC's 2024 Form 5500 as plan administrator.

Richard Tatum — 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

Whitley Bartholomew, DDS, PLLC's EIN is 84-4062684.

EIN 84-4062684

Plan number 001

Plan year 2024

ACK ID 20251009170912NAL0011437504001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Whitley Bartholomew, DDS, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Whitley Bartholomew, DDS, 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 WHITLEY BARTHOLOMEW, DDS, 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

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 (89th percentile).

Plan sponsor

Name

WHITLEY BARTHOLOMEW, DDS, PLLC

EIN

all filings

Address

105 PARKWOOD DRIVE · SNOW HILL, NC · 28580

Phone

(252) 747-8106

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator