How big is Susan S. SO, DMD Inc.'s plan?

Susan S. SO, DMD Inc.'s plan reported $755K in assets and 7 participants for 2025.

Original filing (PDF)20260223152807NAL0002281891001

Susan S. SO, DMD Inc.

Name: Susan S. SO, DMD Inc. — Susan S. SO, DMD Inc., Form 5500 (2025)
Creator: Susan S. SO, DMD Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Susan S. SO, DMD Inc. Retirement Plan

401(k) retirement plan · Susan S. SO, DMD Inc.'s Susan S. SO, DMD Inc. Retirement Plan held $755K in plan assets for 7 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$755K

Net assets (EOY)

$755K

Plan identifiers

Susan S. SO, DMD Inc.'s EIN is 26-1616875.

EIN 26-1616875

Plan number 001

Plan year 2025

ACK ID 20260223152807NAL0002281891001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Susan S. SO, DMD Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Susan S. SO, DMD Inc.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SUSAN S. SO, DMD INC.

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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