Original filing (PDF)20250707120215NAL0005299008001

ROBERT L. DONALDSON DDS

Name: ROBERT L. DONALDSON DDS — ROBERT L. DONALDSON DDS PROFIT SHARING PLAN, Form 5500 (2024)
Creator: ROBERT L. DONALDSON DDS

Form 5500-SF

FILING_RECEIVED

ROBERT L. DONALDSON DDS PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$725K

Net assets (EOY)

$725K

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 (97th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROBERT L. DONALDSON DDS.

Plan sponsor

Name

ROBERT L. DONALDSON DDS

EIN

86-0379537all filings

Address

815 GAIL GARDNER · PRESCOTT, AZ · 86305

Phone

(928) 445-4950

Industry