How big is Winterholler Dentistry's plan?

Winterholler Dentistry's plan reported $1.2M in assets and 11 participants for 2024.

Original filing (PDF)20251223165617NAL0016488320001

Winterholler Dentistry

Name: Winterholler Dentistry — Payson Dental 401(k) Plan, Form 5500 (2024)
Creator: Winterholler Dentistry
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Payson Dental 401(k) Plan

401(k) retirement plan · Winterholler Dentistry's Payson Dental 401(k) Plan held $1.2M in plan assets for 11 participants in 2024.

Signals · 1

Late filing · 1.2 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Patrice Winterholler signed Winterholler Dentistry's 2024 Form 5500 as plan administrator.

Patrice Winterholler — 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

Winterholler Dentistry's EIN is 86-0910335.

EIN 86-0910335

Plan number 001

Plan year 2024

ACK ID 20251223165617NAL0016488320001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Winterholler Dentistry from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Winterholler Dentistry's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 1.2 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

WINTERHOLLER DENTISTRY

EIN

all filings

Address

13825 N NORTHSIGHT BLVD · SUITE 120 · SCOTTSDALE, AZ · 85260

Phone

(480) 767-8400

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator