Original filing (PDF)20230811192706NAL0030681297001

AA WINDWARD DENTAL GROUP, LLC

Name: AA WINDWARD DENTAL GROUP, LLC — AA WINDWARD DENTAL GROUP, LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2022)
Creator: AA WINDWARD DENTAL GROUP, LLC

Form 5500-SF

FILING_RECEIVED

AA WINDWARD DENTAL GROUP, LLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

Plan health score (directional)

/ 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

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AA WINDWARD DENTAL GROUP, LLC.

Plan sponsor

Name

AA WINDWARD DENTAL GROUP, LLC

EIN

99-0209058

Address

45-1144 KAMEHAMEHA HWY, SUITE 401 · KANEOHE, HI · 96744

Phone

(808) 247-4118

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

008

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-08-11

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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