How big is LISA KONZ, DDS, PC's plan?

LISA KONZ, DDS, PC's plan reported $1.5M in assets and 6 participants for 2024.

Original filing (PDF)20250912160729NAL0000909107001

LISA KONZ, DDS, PC

Name: LISA KONZ, DDS, PC — LISA KONZ, D.D.S., P.C. Salary, Form 5500 (2024)
Creator: LISA KONZ, DDS, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

LISA KONZ, D.D.S., P.C. Salary Savings Plan

401(k) retirement plan · LISA KONZ, DDS, PC's LISA KONZ, D.D.S., P.C. Salary Savings Plan held $1.5M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

LISA KONZ signed LISA KONZ, DDS, PC's 2024 Form 5500 as plan administrator.

LISA KONZ — 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

LISA KONZ, DDS, PC's EIN is 20-4023349.

EIN 20-4023349

Plan number 001

Plan year 2024

ACK ID 20250912160729NAL0000909107001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for LISA KONZ, DDS, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

LISA KONZ, DDS, PC'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 LISA KONZ, 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

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 (94th percentile).

Plan sponsor

Name

LISA KONZ, DDS, PC

EIN

all filings

Address

747 N. MILWAUKEE AVENUE · LIBERTYVILLE, IL · 60048

Phone

(847) 840-7740

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator