How big is KEEP Smiling Dental Group, DRS. Roddy & Palm, LLC's plan?

KEEP Smiling Dental Group, DRS. Roddy & Palm, LLC's plan reported $3.1M in assets and 22 participants for 2024.

Original filing (PDF)20250930102521NAL0012124609003

KEEP Smiling Dental Group, DRS. Roddy & Palm, LLC

Name: KEEP Smiling Dental Group, DRS. Roddy & Palm, LLC — Form 5500 Plan 002 (2024)
Creator: KEEP Smiling Dental Group, DRS. Roddy & Palm, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

KEEP Smiling Dental Group, DRS. Roddy & Palm, LLC Cash Balance Plan

Defined-benefit pension plan · KEEP Smiling Dental Group, DRS. Roddy & Palm, LLC's KEEP Smiling Dental Group, DRS. Roddy & Palm, LLC Cash Balance Plan held $3.1M in plan assets for 22 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

People on this filing

Jeremy J. Schira signed KEEP Smiling Dental Group, DRS. Roddy & Palm, LLC's 2024 Form 5500 as plan administrator.

Jeremy J. Schira — 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

KEEP Smiling Dental Group, DRS. Roddy & Palm, LLC's EIN is 84-4567403.

EIN 84-4567403

Plan number 002

Plan year 2024

ACK ID 20250930102521NAL0012124609003

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for KEEP Smiling Dental Group, DRS. Roddy & Palm, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

KEEP Smiling Dental Group, DRS. Roddy & Palm, LLC's plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KEEP SMILING DENTAL GROUP, DRS. RODDY & PALM, LLC.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score