Original filing (PDF)20230602141851NAL0044742418001

LAKESHORE FAMILY DENTISTRY SC

Name: LAKESHORE FAMILY DENTISTRY SC — LAKESHORE FAMILY DENTISTRY SC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2022)
Creator: LAKESHORE FAMILY DENTISTRY SC

Form 5500-SF

FILING_RECEIVED

LAKESHORE FAMILY DENTISTRY SC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

121

Plan assets (EOY)

$898K

Net assets (EOY)

$898K

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 (96th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LAKESHORE FAMILY DENTISTRY SC.

Plan sponsor

Name

LAKESHORE FAMILY DENTISTRY SC

EIN

26-4080525all filings

Address

7155 N PORT WASHINGTON RD · GLENDALE, WI · 53217

Phone

(414) 352-1600

Industry