Original filing (PDF)20250310100459NAL0008384067001

COMPASS DENTAL, LLC

Name: COMPASS DENTAL, LLC — COMPASS DENTAL, LLC 401(K) PLAN & TRUST, Form 5500 (2024)
Creator: COMPASS DENTAL, LLC

Form 5500-SF

FILING_RECEIVED

COMPASS DENTAL, LLC 401(K) PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$371K

Net assets (EOY)

$371K

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 (86th percentile).

Decision-maker contacts

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

Plan sponsor

Name

COMPASS DENTAL, LLC

EIN

88-2263464

Address

1128 PENN AVENUE · WYOMISSING, PA · 19610

Phone

(608) 201-2502

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

2024-01-01

Tax period

2024-12-31

Filed

2025-03-10

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

DANIEL NO, DDS. DENTAL CORP.

DANIEL NO, DDS. DENTAL CORP. 401(K) PROFIT SHARING PLAN

$371K · 5 participants

TWIN PINES EXTRACTION AND DENTURE CENTER

TWIN PINES EXTRACTION AND DENTURE CENTER 401K PLAN

$371K · 9 participants

MICHAEL J. ADLER DDS PC

MICHAEL J. ADLER DDS PC 401(K) P/S PLAN

$371K · 4 participants

M. FAROOQ AHMAD, D.D.S., INC.

M. FAROOQ AHMAD, D.D.S., INC. PROFIT SHARING 401(K) PLAN

$371K · 3 participants

THE GEORGIA DENTAL ASSOCIATION