How big is Derek R. Kaelin DDS, LLC DBA James River Dental's plan?

Derek R. Kaelin DDS, LLC DBA James River Dental's plan reported $1.9M in assets and 18 participants for 2024.

Original filing (PDF)20251009112434NAL0006906785001

Derek R. Kaelin DDS, LLC DBA James River Dental

Name: Derek R. Kaelin DDS, LLC DBA James River Dental — Form 5500 Plan 002 (2024)
Creator: Derek R. Kaelin DDS, LLC DBA James River Dental
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Derek R. Kaelin DDS, LLC DBA James River Dental 401(k) Savings Plan

401(k) retirement plan · Derek R. Kaelin DDS, LLC DBA James River Dental's Derek R. Kaelin DDS, LLC DBA James River Dental 401(k) Savings Plan held $1.9M in plan assets for 18 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan identifiers

Derek R. Kaelin DDS, LLC DBA James River Dental's EIN is 27-4602114.

EIN 27-4602114

Plan number 002

Plan year 2024

ACK ID 20251009112434NAL0006906785001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Derek R. Kaelin DDS, LLC DBA James River Dental from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Derek R. Kaelin DDS, LLC DBA James River Dental's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DEREK R. KAELIN DDS, LLC DBA JAMES RIVER DENTAL.

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

DEREK R. KAELIN DDS, LLC DBA JAMES RIVER DENTAL

EIN

all filings

Address

2105 WEST KEARNEY STREET, SUITE A · SPRINGFIELD, MO · 65803

Phone

(417) 862-2468

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator