Original filing (PDF)20251013132052NAL0003013602009

DR. JILLIAN LIM, DMD

Name: DR. JILLIAN LIM, DMD — JILLIAN LIM, DMD, MS, BRACES N' SMILES, PC SALARY SAVINGS PLAN, Form 5500 (2024)
Creator: DR. JILLIAN LIM, DMD

Form 5500-SF

FILING_RECEIVED

JILLIAN LIM, DMD, MS, BRACES N' SMILES, PC SALARY SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

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 DR. JILLIAN LIM, DMD.

Plan sponsor

Name

DR. JILLIAN LIM, DMD

DBA

BRACES N' SMILES

EIN

20-3558741

Address

432 E. 116TH STREET · NEW YORK, NY · 10029

Phone

(212) 831-8414

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

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

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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