How big is William Schaefer DDS LLC's plan?

William Schaefer DDS LLC's plan reported $1.9M in assets and 3 participants for 2025.

Original filing (PDF)20260406132047NAL0013467922001

William Schaefer DDS LLC

Name: William Schaefer DDS LLC — William Schaefer DDS LLC, Form 5500 (2025)
Creator: William Schaefer DDS LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

William Schaefer DDS LLC Profit Sharing Plan

Defined-contribution retirement plan · William Schaefer DDS LLC's William Schaefer DDS LLC Profit Sharing Plan held $1.9M in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

William Schaefer signed William Schaefer DDS LLC's 2025 Form 5500 as plan administrator.

William Schaefer — 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

William Schaefer DDS LLC's EIN is 22-3036159.

EIN 22-3036159

Plan number 001

Plan year 2025

ACK ID 20260406132047NAL0013467922001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for William Schaefer DDS LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

William Schaefer DDS LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WILLIAM SCHAEFER DDS 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