How big is Aaron K. Forrester, D.D.S., PLLC's plan?

Aaron K. Forrester, D.D.S., PLLC's plan reported $581K in assets and 4 participants for 2024.

Original filing (PDF)20250522154205NAL0002755251001

Aaron K. Forrester, D.D.S., PLLC

Name: Aaron K. Forrester, D.D.S., PLLC — Aaron K. Forreste, Form 5500 (2024)
Creator: Aaron K. Forrester, D.D.S., PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Aaron K. Forrester, D.D.S., PLLC 401(k) Plan and Trust

401(k) retirement plan · Aaron K. Forrester, D.D.S., PLLC's Aaron K. Forrester, D.D.S., PLLC 401(k) Plan and Trust held $581K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$581K

Net assets (EOY)

$581K

Plan identifiers

Aaron K. Forrester, D.D.S., PLLC's EIN is 27-0499609.

EIN 27-0499609

Plan number 001

Plan year 2024

ACK ID 20250522154205NAL0002755251001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Aaron K. Forrester, D.D.S., PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AARON K. FORRESTER, D.D.S., PLLC.

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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