How big is Stacy Lesley D.D.S., PLLC.'s plan?

Stacy Lesley D.D.S., PLLC.'s plan reported $663K in assets and 11 participants for 2024.

Original filing (PDF)20251014143246NAL0003165633001

Stacy Lesley D.D.S., PLLC.

Name: Stacy Lesley D.D.S., PLLC. — Stacy Lesley DDS, PLLC., Form 5500 (2024)
Creator: Stacy Lesley D.D.S., PLLC.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stacy Lesley DDS, PLLC. 401(k) Plan

401(k) retirement plan · Stacy Lesley D.D.S., PLLC.'s Stacy Lesley DDS, PLLC. 401(k) Plan held $663K in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$663K

Net assets (EOY)

$663K

Plan identifiers

Stacy Lesley D.D.S., PLLC.'s EIN is 27-0366948.

EIN 27-0366948

Plan number 001

Plan year 2024

ACK ID 20251014143246NAL0003165633001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Stacy Lesley D.D.S., PLLC. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Stacy Lesley D.D.S., PLLC.'s plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA), a 401(k) feature, automatic enrollment.

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