How big is Robert L. Donaldson DDS' plan?

Robert L. Donaldson DDS' plan reported $725K in assets and 1 participants for 2024.

Original filing (PDF)20250707120215NAL0005299008001

Robert L. Donaldson DDS

Name: Robert L. Donaldson DDS — Robert L. Donaldson DDS, Form 5500 (2024)
Creator: Robert L. Donaldson DDS
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Robert L. Donaldson DDS Profit Sharing Plan

401(k) retirement plan · Robert L. Donaldson DDS' Robert L. Donaldson DDS Profit Sharing Plan held $725K in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$725K

Net assets (EOY)

$725K

People on this filing

Robert Donaldson signed Robert L. Donaldson DDS' 2024 Form 5500 as plan administrator.

Robert Donaldson — 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

Robert L. Donaldson DDS' EIN is 86-0379537.

EIN 86-0379537

Plan number 001

Plan year 2024

ACK ID 20250707120215NAL0005299008001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Robert L. Donaldson DDS from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Robert L. Donaldson DDS' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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

Plan sponsor

Name

ROBERT L. DONALDSON DDS

EIN

all filings

Address

815 GAIL GARDNER · PRESCOTT, AZ · 86305

Phone

(928) 445-4950

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator