How big is Roger Lerner DMD LLC's plan?

Roger Lerner DMD LLC's plan reported $579K in assets and 4 participants for 2025.

Original filing (PDF)20260314150256NAL0008921809001

Roger Lerner DMD LLC

Name: Roger Lerner DMD LLC — Roger Lerner DMD LLC Cash, Form 5500 (2025)
Creator: Roger Lerner DMD LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Roger Lerner DMD LLC Cash Balance Plan

Defined-benefit pension plan · Roger Lerner DMD LLC's Roger Lerner DMD LLC Cash Balance Plan held $579K in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$579K

Net assets (EOY)

$579K

People on this filing

Roger Lerner signed Roger Lerner DMD LLC's 2025 Form 5500 as plan administrator.

Roger Lerner — 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

Roger Lerner DMD LLC's EIN is 22-3778804.

EIN 22-3778804

Plan number 002

Plan year 2025

ACK ID 20260314150256NAL0008921809001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Roger Lerner DMD LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Roger Lerner DMD LLC's plan includes a cash-balance formula.

Decision-maker contacts

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

Finding similar companies…

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score