How big is Jerry E. Udelson, D.D.S., P.C.'s plan?

Jerry E. Udelson, D.D.S., P.C.'s plan reported $1.1M in assets and 23 participants for 2024.

Original filing (PDF)20250707075450NAL0003537873001

Jerry E. Udelson, D.D.S., P.C.

Name: Jerry E. Udelson, D.D.S., P.C. — Jerry E. Udelson, Form 5500 (2024)
Creator: Jerry E. Udelson, D.D.S., P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jerry E. Udelson, D. D. S. , P. C. 401(k) Plan

401(k) retirement plan · Jerry E. Udelson, D.D.S., P.C.'s Jerry E. Udelson, D. D. S. , P. C. 401(k) Plan held $1.1M in plan assets for 23 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan identifiers

Jerry E. Udelson, D.D.S., P.C.'s EIN is 20-8654350.

EIN 20-8654350

Plan number 002

Plan year 2024

ACK ID 20250707075450NAL0003537873001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jerry E. Udelson, D.D.S., P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jerry E. Udelson, D.D.S., P.C.'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 JERRY E. UDELSON, D.D.S., P.C..

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Plan health score

Above-average plan

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

Knocking points off