How big is ALAN LU D.D.S., Inc.'s plan?

ALAN LU D.D.S., Inc.'s plan reported $257K in assets and 1 participants for 2024.

Original filing (PDF)20250718130504NAL0003000482001

ALAN LU D.D.S., Inc.

Name: ALAN LU D.D.S., Inc. — ALAN LU D.D.S. , Inc. 401(k), Form 5500 (2024)
Creator: ALAN LU D.D.S., Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ALAN LU D.D.S. , Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · ALAN LU D.D.S., Inc.'s ALAN LU D.D.S. , Inc. 401(k) Profit Sharing Plan held $257K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$257K

Net assets (EOY)

$257K

People on this filing

ALAN LU D.D.S. signed ALAN LU D.D.S., Inc.'s 2024 Form 5500 as plan administrator.

ALAN LU D.D.S. — 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

ALAN LU D.D.S., Inc.'s EIN is 26-2207656.

EIN 26-2207656

Plan number 001

Plan year 2024

ACK ID 20250718130504NAL0003000482001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for ALAN LU D.D.S., Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

ALAN LU D.D.S., Inc.'s plan includes profit-sharing, a 401(k) feature.

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 account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

ALAN LU D.D.S., INC.

EIN

all filings

Address

1350 GRANT RD., STE. 15 · MOUNTAIN VIEW, CA · 940403248

Phone

(650) 964-7950

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator