Original filing (PDF)20241009082756NAL0036476882001

BRENT WHITTAKER DDS, LLC

Name: BRENT WHITTAKER DDS, LLC — GREEN VALLEY DENTAL 401(K) PLAN, Form 5500 (2023)
Creator: BRENT WHITTAKER DDS, LLC

Form 5500-SF

FILING_RECEIVED

GREEN VALLEY DENTAL 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$21K

Net assets (EOY)

$21K

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

Vendor & structure

100

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 BRENT WHITTAKER DDS, LLC.

Plan sponsor

Name

BRENT WHITTAKER DDS, LLC

EIN

88-3223172

Address

1677 MARION MOUNT GILEAD ROAD · SUITE 300 · MARION, OH · 43302

Phone

(740) 725-8000

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-09

Pension benefit codes

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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