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Original filing (PDF)20241217224953NAL0002603073001
REM ENTERPRISES, LLC
Form 5500-SF
FILING_RECEIVED
ROBERT E. MORGAN, D.D.S. NEW COMPARABILITY CASH BALANCE PLAN
Defined-benefit pension plan
Signals · 1
Late filing · 1.0 mo
Active participants
18
Accounts w/ balance
—
Plan assets (EOY)
$1.7M
Net assets (EOY)
$1.7M
Plan health score (directional)
85
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
96
Concentration risk
75
Total plan cost
75
Vendor stack
75
Participation health
100
Knocking points off
- Filed 1.0 months past the 10.5-month grace window.
- Plan is frozen (1I) — no new benefit accrual.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for REM ENTERPRISES, LLC.
Plan sponsor
Name
REM ENTERPRISES, LLC
EIN
92-0276338
Address
3235 N PIONEER ROAD · PO BOX 542 · LOGANDALE, NV · 89021
Phone
(972) 669-3663
Industry
Offices of Dentists· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-12-17
Pension benefit codes
1C · Cash balance or similar hybrid DB
1D · Floor-offset DB
1I · Frozen plan — no new benefit accrual
3B · Covers self-employed individuals
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 providersRelated plans
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