How big is Esteban CHAN DMD, LLC's plan?

Esteban CHAN DMD, LLC's plan reported $991K in assets and 5 participants for 2024.

Original filing (PDF)20250728103559NAL0002738320001

Esteban CHAN DMD, LLC

Name: Esteban CHAN DMD, LLC — Esteban CHAN DMD, LLC 401(k), Form 5500 (2024)
Creator: Esteban CHAN DMD, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Esteban CHAN DMD, LLC 401(k) Safe Harbor Plan

401(k) retirement plan · Esteban CHAN DMD, LLC's Esteban CHAN DMD, LLC 401(k) Safe Harbor Plan held $991K in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$991K

Net assets (EOY)

$991K

People on this filing

Esteban CHAN, DMD signed Esteban CHAN DMD, LLC's 2024 Form 5500 as plan administrator.

Esteban CHAN, DMD — 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

Esteban CHAN DMD, LLC's EIN is 20-5642603.

EIN 20-5642603

Plan number 001

Plan year 2024

ACK ID 20250728103559NAL0002738320001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Esteban CHAN DMD, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Esteban CHAN DMD, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ESTEBAN CHAN DMD, 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 average account balance (93rd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

ESTEBAN CHAN DMD, LLC

EIN

all filings

Address

12 SOUTH HOLMDEL ROAD · HOLMDEL, NJ · 07733

Phone

(732) 946-4644

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator