How big is Jason D. Lewis, DDS, PA DBA Bartram Dental Center's plan?

Jason D. Lewis, DDS, PA DBA Bartram Dental Center's plan reported $3.2M in assets and 12 participants for 2025.

Original filing (PDF)20260504205922NAL0000265089001

Jason D. Lewis, DDS, PA DBA Bartram Dental Center

Name: Jason D. Lewis, DDS, PA DBA Bartram Dental Center — Form 5500 Plan 001 (2025)
Creator: Jason D. Lewis, DDS, PA DBA Bartram Dental Center
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bartram Dental Center 401(k) Plan

401(k) retirement plan · Jason D. Lewis, DDS, PA DBA Bartram Dental Center's Bartram Dental Center 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

Heather Stewart signed Jason D. Lewis, DDS, PA DBA Bartram Dental Center's 2025 Form 5500 as plan administrator.

Heather Stewart — 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

Jason D. Lewis, DDS, PA DBA Bartram Dental Center's EIN is 20-0734340.

EIN 20-0734340

Plan number 001

Plan year 2025

ACK ID 20260504205922NAL0000265089001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Jason D. Lewis, DDS, PA DBA Bartram Dental Center from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Jason D. Lewis, DDS, PA DBA Bartram Dental Center's 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 JASON D. LEWIS, DDS, PA DBA BARTRAM DENTAL CENTER.

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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 (90th percentile).

Plan sponsor

Name

JASON D. LEWIS, DDS, PA DBA BARTRAM DENTAL CENTER

EIN

all filings

Address

55 JAIDEV ROAD · ST. JOHNS, FL · 32259

Phone

(904) 201-6000

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator