How big is IAN M. Lerner, DDS' plan?

IAN M. Lerner, DDS' plan reported $973K in assets and 5 participants for 2024.

Original filing (PDF)20250930123115NAL0012242801001

IAN M. Lerner, DDS

Name: IAN M. Lerner, DDS — IAN M. Lerner, DDS Profit, Form 5500 (2024)
Creator: IAN M. Lerner, DDS
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

IAN M. Lerner, DDS Profit Sharing Plan

401(k) retirement plan · IAN M. Lerner, DDS' IAN M. Lerner, DDS Profit Sharing Plan held $973K in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$973K

Net assets (EOY)

$973K

People on this filing

IAN Lerner signed IAN M. Lerner, DDS' 2024 Form 5500 as plan administrator.

IAN Lerner — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

IAN M. Lerner, DDS' EIN is 11-3216067.

EIN 11-3216067

Plan number 001

Plan year 2024

ACK ID 20250930123115NAL0012242801001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for IAN M. Lerner, DDS from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

IAN M. Lerner, DDS' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for IAN M. LERNER, DDS.

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Plan health score

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score