Original filing (PDF)20250725074249NAL0003010851001

CITRA ENDODONTICS, PLLC

Name: CITRA ENDODONTICS, PLLC — CITRA ENDODONTICS RETIREMENT PLAN & TRUST, Form 5500 (2024)
Creator: CITRA ENDODONTICS, PLLC

Form 5500-SF

FILING_RECEIVED

CITRA ENDODONTICS RETIREMENT PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$837K

Net assets (EOY)

$837K

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 (88th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Decision-maker contacts

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

Plan sponsor

Name

CITRA ENDODONTICS, PLLC

EIN

85-2271283all filings

Address

4130 FM 762 ROAD, SUITE 500 · ROSENBERG, TX · 77469

Phone

(218) 671-7288

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