How big is Jacko & Siefker DDS, LLC DBA Wellington Dental's plan?

Jacko & Siefker DDS, LLC DBA Wellington Dental's plan reported $2.9M in assets and 13 participants for 2024.

Original filing (PDF)20260212121603NAL0000121746001

Jacko & Siefker DDS, LLC DBA Wellington Dental

Name: Jacko & Siefker DDS, LLC DBA Wellington Dental — Form 5500 Plan 001 (2024)
Creator: Jacko & Siefker DDS, LLC DBA Wellington Dental
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jacko & Siefker DDS, LLC 401(k) Plan

401(k) retirement plan · Jacko & Siefker DDS, LLC DBA Wellington Dental's Jacko & Siefker DDS, LLC 401(k) Plan held $2.9M in plan assets for 13 participants in 2024.

Signals · 1

Late filing · 2.9 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

Plan identifiers

Jacko & Siefker DDS, LLC DBA Wellington Dental's EIN is 30-0098376.

EIN 30-0098376

Plan number 001

Plan year 2024

ACK ID 20260212121603NAL0000121746001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jacko & Siefker DDS, LLC DBA Wellington Dental from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jacko & Siefker DDS, LLC DBA Wellington Dental's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JACKO & SIEFKER DDS, LLC DBA WELLINGTON 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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off