How big is Jason T. Gladwell DDS PA's plan?

Jason T. Gladwell DDS PA's plan reported $1.5M in assets and 3 participants for 2024.

Original filing (PDF)20250610122141NAL0014973169001

Jason T. Gladwell DDS PA

Name: Jason T. Gladwell DDS PA — Jason T. Gladwell, DDS, Form 5500 (2024)
Creator: Jason T. Gladwell DDS PA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jason T. Gladwell, DDS, PA 401(k) Plan

401(k) retirement plan · Jason T. Gladwell DDS PA's Jason T. Gladwell, DDS, PA 401(k) Plan held $1.5M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

Shantal Naidu signed Jason T. Gladwell DDS PA's 2024 Form 5500 as plan administrator.

Shantal Naidu — 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

Jason T. Gladwell DDS PA's EIN is 20-8995421.

EIN 20-8995421

Plan number 001

Plan year 2024

ACK ID 20250610122141NAL0014973169001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jason T. Gladwell DDS PA from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jason T. Gladwell DDS PA'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 JASON T. GLADWELL DDS PA.

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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 (100th percentile).

Plan sponsor

Name

JASON T. GLADWELL DDS PA

EIN

all filings

Address

2824 ROGERS ROAD · SUITE 200 · WAKE FOREST, NC · 27587

Phone

(919) 453-6325

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator