How big is Jeffrey Wachtel, DDS, LLC's plan?

Jeffrey Wachtel, DDS, LLC's plan reported $2.8M in assets and 6 participants for 2025.

Original filing (PDF)20260513092013NAL0009323040001

Jeffrey Wachtel, DDS, LLC

Name: Jeffrey Wachtel, DDS, LLC — Jeffrey Wachtel, DDS, Form 5500 (2025)
Creator: Jeffrey Wachtel, DDS, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jeffrey Wachtel, DDS, LLC 401(k) Plan

401(k) retirement plan · Jeffrey Wachtel, DDS, LLC's Jeffrey Wachtel, DDS, LLC 401(k) Plan held $2.8M in plan assets for 6 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

People on this filing

Larissa Harbison signed Jeffrey Wachtel, DDS, LLC's 2025 Form 5500 as plan administrator.

Larissa Harbison — 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

Jeffrey Wachtel, DDS, LLC's EIN is 27-3149805.

EIN 27-3149805

Plan number 001

Plan year 2025

ACK ID 20260513092013NAL0009323040001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Jeffrey Wachtel, DDS, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Jeffrey Wachtel, DDS, LLC'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 JEFFREY WACHTEL, DDS, LLC.

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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

Knocking points off