Original filing (PDF)20251008154142NAL0014151650001

ROBERT W CLARK, JR, DDS

Name: ROBERT W CLARK, JR, DDS — ROBERT W. CLARK, JR., D.D.S. PENSION PLAN, Form 5500 (2024)
Creator: ROBERT W CLARK, JR, DDS

Form 5500-SF

FILING_RECEIVED

ROBERT W. CLARK, JR., D.D.S. PENSION PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

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 ROBERT W CLARK, JR, DDS.

Plan sponsor

Name

ROBERT W CLARK, JR, DDS

EIN

86-6106470all filings

Address

8711 E PINNACLE PEAK RD PMB 214 · SCOTTSDALE, AZ · 85255

Phone

(623) 933-2971

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2025-01-01

Tax period

2025-05-31

Filed

2025-10-08

Pension benefit codes

3D · Pre-approved plan (master / prototype / VS)

3B · Covers self-employed individuals

2C · Money purchase (other than target benefit)

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Service providers (Schedule C)

Small plans don't disclose service providers

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