How big is Summit Endodontics' plan?

Summit Endodontics' plan reported $570K in assets and 3 participants for 2025.

Original filing (PDF)20260310065046NAL0003961026001

Summit Endodontics

Name: Summit Endodontics — Summit Endodontics 401(k) Plan, Form 5500 (2025)
Creator: Summit Endodontics
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Summit Endodontics 401(k) Plan

401(k) retirement plan · Summit Endodontics' Summit Endodontics 401(k) Plan held $570K in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$570K

Net assets (EOY)

$570K

People on this filing

Meghan Hatfield signed Summit Endodontics' 2025 Form 5500 as plan administrator.

Meghan Hatfield — 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

Summit Endodontics' EIN is 84-4557530.

EIN 84-4557530

Plan number 001

Plan year 2025

ACK ID 20260310065046NAL0003961026001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Summit Endodontics from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Summit Endodontics' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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

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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 average account balance (90th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

SUMMIT ENDODONTICS

EIN

all filings

Address

38 WOODLAND AVENUE · SUMMIT, NJ · 07901

Phone

(908) 403-2949

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator