Back to filter
Original filing (PDF)20250923103531NAL0009006002001
DENNIS M LAMBERT, DDS, INC.
Form 5500-SF
FILING_RECEIVED
DENNIS M. LAMBERT, DDS, INC. PROFIT SHARING PLAN
401(k) retirement plan
Active participants
12
Accounts w/ balance
13
Plan assets (EOY)
$3.1M
Net assets (EOY)
$3.1M
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 DENNIS M LAMBERT, DDS, INC..
Plan sponsor
Name
DENNIS M LAMBERT, DDS, INC.
EIN
31-1783836
Address
8205 CORPORATE WAY · MASON, OH · 45040
Phone
(513) 754-8900
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
2025-09-23
Pension benefit codes
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)
3D · Pre-approved plan (master / prototype / VS)
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
ROBERT FISHER, D.D.S., AND MARILOU NAVARRO, D.D.S., INC.
ROBERT FISHER, D.D.S. AND MARILOU NAVARRO, D.D.S., INC. DEFINED BENEFIT PENSION PLAN
$3.1M · 8 participants
MALLARD CREEK FAMILY DENTISTRY, LLP
MALLARD CREEK FAMILY DENTISTRY RETIREMENT PLAN & TRUST
$3.1M · 13 participants
MIKE D. MYSINGER, D.D.S.
MIKE D. MYSINGER, D. D. S. 401(K) PROFIT SHARING PLAN
$3.1M · 7 participants
BROOKLINE SMILE ARTISTS
BROOKLINE SMILE ARTISTS 401(K) PROFIT SHARING PLAN
$3.1M · 7 participants
SHELDON DENTAL GROUP
LARRY D SHELDON DDS CHARTERED EMPLOYEES 401K PLAN AND TRUST
$3.1M · 15 participants
DC PERIO AND IMPLANTS PLLC
DC PERIO RETIREMENT PLAN & TRUST
$3.1M · 11 participants
Large plans in Ohio
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GENERAL ELECTRIC PENSION TRUST
$24.9B
THE PROCTER & GAMBLE COMPANY
PROCTER & GAMBLE PROFIT SHARING TRUST & EMPLOYEE STOCK OWNERSHIP PLAN
$22.0B · 35,178 participants
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION TRUST
$19.1B
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION PLAN
$19.0B · 8,887 participants
GENERAL ELECTRIC COMPANY
GE AEROSPACE RETIREMENT SAVINGS PLAN
$14.7B · 29,163 participants
THE KROGER CO.
THE KROGER CO. 401(K) RETIREMENT SAVINGS ACCOUNT PLAN
$11.8B · 380,891 participants