· 2022–2024 · DOL EFAST2

REBECCA TOLLEY JORDAN DDS, LLC — REBECCA TOLLEY JORDAN DDS, LLC 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)

Original filing (PDF)20250929151056NAL0011460961001

REBECCA TOLLEY JORDAN DDS, LLC

Form 5500-SF

FILING_RECEIVED

REBECCA TOLLEY JORDAN DDS, LLC 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

7

Accounts w/ balance

7

Plan assets (EOY)

$216K

Net assets (EOY)

$216K

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

73

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for REBECCA TOLLEY JORDAN DDS, LLC.

Plan sponsor

Name

REBECCA TOLLEY JORDAN DDS, LLC

EIN

30-0705302all filings

Address

82 NORTH MILLER RD · AKRON, OH · 44333

Phone

(330) 867-3578

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

2025-09-29

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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