How big is M. Fort Jones, DMD, LLC's plan?

M. Fort Jones, DMD, LLC's plan reported $818K in assets and 5 participants for 2024.

Original filing (PDF)20250717111502NAL0000161233001

M. Fort Jones, DMD, LLC

Name: M. Fort Jones, DMD, LLC — M. Fort Jones, DMD, LLC, Form 5500 (2024)
Creator: M. Fort Jones, DMD, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

M. Fort Jones, DMD, LLC Retirement Plan and Trust

401(k) retirement plan · M. Fort Jones, DMD, LLC's M. Fort Jones, DMD, LLC Retirement Plan and Trust held $818K in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$818K

Net assets (EOY)

$818K

Plan identifiers

M. Fort Jones, DMD, LLC's EIN is 26-0333674.

EIN 26-0333674

Plan number 001

Plan year 2024

ACK ID 20250717111502NAL0000161233001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for M. Fort Jones, DMD, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

M. Fort Jones, DMD, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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 average account balance (90th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

M. FORT JONES, DMD, LLC

EIN

all filings

Address

10 ATRIUM RIDGE CT · COLUMBIA, SC · 29223

Phone

(803) 788-3707

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator