Original filing (PDF)20251126140429NAL0002518867001

ALEXIS KLASSEN & ASSOCIATES DDS, LLC

Name: ALEXIS KLASSEN & ASSOCIATES DDS, LLC — ALEXIS KLASSEN & ASSOCIATES DDS, LLC SOCA BENEFIT PLAN, Form 5500 (2024)
Creator: ALEXIS KLASSEN & ASSOCIATES DDS, LLC

Form 5500-SF

FILING_RECEIVED

ALEXIS KLASSEN & ASSOCIATES DDS, LLC SOCA BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$11K

Net assets (EOY)

$4K

Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ALEXIS KLASSEN & ASSOCIATES DDS, LLC.

Plan sponsor

Name

ALEXIS KLASSEN & ASSOCIATES DDS, LLC

EIN

85-1622327all filings

Address

1218 RIDGEWOOD DR · BOWLING GREEN, OH · 43402

Phone

(419) 352-2371

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator