How big is Julie M Thomas, DDS, LLC's plan?

Julie M Thomas, DDS, LLC's plan reported $3.2M in assets and 12 participants for 2025.

Original filing (PDF)20260521071545NAL0004694274001

Julie M Thomas, DDS, LLC

Name: Julie M Thomas, DDS, LLC — Julie M Thomas, DDS, LLC, Form 5500 (2025)
Creator: Julie M Thomas, DDS, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Julie M Thomas, DDS, LLC 401(k) Plan

401(k) retirement plan · Julie M Thomas, DDS, LLC's Julie M Thomas, DDS, LLC 401(k) Plan held $3.2M in plan assets for 12 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

People on this filing

Anthony Warren signed Julie M Thomas, DDS, LLC's 2025 Form 5500 as plan administrator.

Anthony Warren — 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

Julie M Thomas, DDS, LLC's EIN is 20-0095319.

EIN 20-0095319

Plan number 001

Plan year 2025

ACK ID 20260521071545NAL0004694274001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Julie M Thomas, DDS, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

JULIE M THOMAS, DDS, LLC

EIN

all filings

Address

1437 SOUTH MAIN STREET · NORTH CANTON, OH · 44720

Phone

(330) 244-9081

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator