· 2022–2024 · DOL EFAST2

William D. Newman DMD, LLC — Perennial Dental 401(k), Form 5500 (2025)

Original filing (PDF)20260706093016NAL0030839042004

William D. Newman DMD, LLC

Form 5500-SF

FILING_RECEIVED

Perennial Dental 401(k) Plan

401(k) retirement plan · William D. Newman DMD, LLC's Perennial Dental 401(k) Plan held $242K in plan assets for 16 participants in 2025.

Active participants

16

Accounts w/ balance

0

Plan assets (EOY)

$242K

Net assets (EOY)

$242K

Plan health score

Above-average plan

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

7

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (2nd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WILLIAM D. NEWMAN DMD, LLC.

Plan sponsor

Name

WILLIAM D. NEWMAN DMD, LLC

EIN

87-4024312all filings

Address

3801 BARDSTOWN ROAD · LOUISVILLE, KY · 40218

Phone

(502) 262-6572

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-07-06

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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