How big is LISA LU Davis, DMD, Inc.'s plan?

LISA LU Davis, DMD, Inc.'s plan reported $1.2M in assets and 6 participants for 2024.

Original filing (PDF)20250722143427NAL0001302563001

LISA LU Davis, DMD, Inc.

Name: LISA LU Davis, DMD, Inc. — LISA LU Davis, DMD, Inc., Form 5500 (2024)
Creator: LISA LU Davis, DMD, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

LISA LU Davis, DMD, Inc. 401(k) Plan

401(k) retirement plan · LISA LU Davis, DMD, Inc.'s LISA LU Davis, DMD, Inc. 401(k) Plan held $1.2M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

LISA LU Davis, DMD, Inc.'s EIN is 26-2213115.

EIN 26-2213115

Plan number 001

Plan year 2024

ACK ID 20250722143427NAL0001302563001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

LISA LU Davis, DMD, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score