How big is James Y. SU, DDS, PC's plan?

James Y. SU, DDS, PC's plan reported $1.1M in assets and 3 participants for 2025.

Original filing (PDF)20260515150329NAL0009419921001

James Y. SU, DDS, PC

Name: James Y. SU, DDS, PC — James Y. SU, DDS, PC., Form 5500 (2025)
Creator: James Y. SU, DDS, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

James Y. SU, DDS, PC. Retirement Plan

401(k) retirement plan · James Y. SU, DDS, PC's James Y. SU, DDS, PC. Retirement Plan held $1.1M in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan identifiers

James Y. SU, DDS, PC's EIN is 13-4072718.

EIN 13-4072718

Plan number 001

Plan year 2025

ACK ID 20260515150329NAL0009419921001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for James Y. SU, DDS, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

James Y. SU, DDS, PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JAMES Y. SU, DDS, PC.

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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