Back to filter
Original filing (PDF)20250616115931NAL0000871217001
C. LEE MITCHELL D.D.S., PC
Form 5500-SF
FILING_RECEIVED
C. LEE MITCHELL D.D.S., PC PROFIT SHARING PLAN
401(k) retirement plan
Active participants
7
Accounts w/ balance
7
Plan assets (EOY)
$4.0M
Net assets (EOY)
$4.0M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for C. LEE MITCHELL D.D.S., PC.
Plan sponsor
Name
C. LEE MITCHELL D.D.S., PC
EIN
30-0394909
Address
1385 N CR 300 E · DANVILLE, IN · 46122
Phone
(317) 290-9466
Industry
Offices of Dentists· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-16
Pension benefit codes
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Offices of Dentists plans
HATBORO DENTAL CENTER, P.C.
HATBORO DENTAL CENTER, P.C. PROFIT SHARING PLAN
$4.0M · 7 participants
PATRICK M. GROGAN
PATRICK M. GROGAN, DDS 401(K) PROFIT SHARING PLAN
$4.0M · 4 participants
DENTAL BENEFIT MANAGEMENT, INC.
DENTAL BENEFIT MANAGEMENT, INC. 401(K) PLAN
$4.0M · 130 participants
TETTING & TETTING, DDS, SC
TETTING & TETTING, DDS, SC 401(K) PROFIT SHARING PLAN
$4.0M · 9 participants
SANDRA L. BOGDON, D.D.S.
SANDRA L. BOGDON, D.D.S. PROFIT SHARING PLAN
$4.0M · 2 participants
JUDY CHEN, DDS, INC.
JUDY CHEN, DDS, INC. DEFINED BENEFIT PENSION PLAN
$4.0M · 11 participants
Large plans in Indiana
ELI LILLY AND COMPANY
LILLY SAVINGS PLAN MASTER TRUST FUND B
$13.5B
ELI LILLY AND COMPANY
THE LILLY EMPLOYEE 401(K) PLAN
$13.1B · 21,803 participants
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN MASTER TRUST
$12.1B
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH 401(K) PLAN
$12.1B · 71,880 participants
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH DEFINED CONTRIBUTION MASTER TRUST
$11.9B
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN
$11.8B · 21,629 participants