Original filing (PDF)20241112225848NAL0025422320001

BRYAN ROOS DMD MSD MS, PS

Name: BRYAN ROOS DMD MSD MS, PS — BRYAN ROOS DMD 401(K) PLAN, Form 5500 (2023)
Creator: BRYAN ROOS DMD MSD MS, PS

Form 5500-SF

FILING_RECEIVED

BRYAN ROOS DMD 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

100

/ 100

Grade A

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BRYAN ROOS DMD MSD MS, PS.

Plan sponsor

Name

BRYAN ROOS DMD MSD MS, PS

EIN

91-2184296

Address

8825 - 255TH AVE NE · REDMOND, WA · 98053

Phone

(425) 444-2753

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

2024-01-01

Tax period

2024-06-30

Filed

2024-11-12

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

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

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