Original filing (PDF)20250429151400NAL0001340626001

BERTRAM DENTAL, PLLC

Name: BERTRAM DENTAL, PLLC — BERTRAM DENTAL, PLLC PROFIT SHARING PLAN, Form 5500 (2024)
Creator: BERTRAM DENTAL, PLLC

Form 5500-SF

FILING_RECEIVED

BERTRAM DENTAL, PLLC PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$27K

Net assets (EOY)

$27K

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 BERTRAM DENTAL, PLLC.

Plan sponsor

Name

BERTRAM DENTAL, PLLC

EIN

93-3221843all filings

Address

1220 W STATE HIGHWAY 29 · BERTRAM, TX · 786054022

Phone

(903) 818-2690

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

2025-04-29

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

TEETH AND THINGS PLLC

TEETH AND THINGS 401(K) PLAN

$27K · 9 participants

TIFFANY VU DMD PC

TIFFANY VU DMD PC 401(K) PLAN

$27K · 5 participants

BIG RIVER DENTAL GROUP, PLLC

HASTINGS FAMILY DENTAL 401(K) PLAN

$27K · 7 participants

PAUL HERRIN D.D.S. 493-64-8224

PAUL HERRIN D.D.S. 401(K) PROFIT SHARING PLAN AND TRUST

$27K · 1 participants

FREEPORT FAMILY DENTISTRY PLLC

$27K · 8 participants

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.