Original filing (PDF)20250728103559NAL0002738320001

ESTEBAN CHAN DMD, LLC

Name: ESTEBAN CHAN DMD, LLC — ESTEBAN CHAN DMD, LLC 401(K) SAFE HARBOR PLAN, Form 5500 (2024)
Creator: ESTEBAN CHAN DMD, LLC

Form 5500-SF

FILING_RECEIVED

ESTEBAN CHAN DMD, LLC 401(K) SAFE HARBOR PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$991K

Net assets (EOY)

$991K

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).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ESTEBAN CHAN DMD, LLC.

Plan sponsor

Name

ESTEBAN CHAN DMD, LLC

EIN

20-5642603

Address

12 SOUTH HOLMDEL ROAD · HOLMDEL, NJ · 07733

Phone

(732) 946-4644

Industry