How big is JODY Schilling DDS SC's plan?

JODY Schilling DDS SC's plan reported $719K in assets and 3 participants for 2024.

Original filing (PDF)20250406082053NAL0023047904001

JODY Schilling DDS SC

Name: JODY Schilling DDS SC — JODY Schilling DDS SC 401(k), Form 5500 (2024)
Creator: JODY Schilling DDS SC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

JODY Schilling DDS SC 401(k) Plan

401(k) retirement plan · JODY Schilling DDS SC's JODY Schilling DDS SC 401(k) Plan held $719K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$719K

Net assets (EOY)

$719K

People on this filing

Sachin TULI signed JODY Schilling DDS SC's 2024 Form 5500 as plan administrator.

Sachin TULI — 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

JODY Schilling DDS SC's EIN is 27-1570230.

EIN 27-1570230

Plan number 001

Plan year 2024

ACK ID 20250406082053NAL0023047904001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for JODY Schilling DDS SC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

JODY Schilling DDS SC'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 JODY SCHILLING DDS SC.

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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 average account balance (88th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

JODY SCHILLING DDS SC

EIN

all filings

Address

2501 W. BELTLINE HWY. SUITE 205 · MADISON, WI · 53713

Phone

(608) 345-2555

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator