How big is Lorna Lally, DMD PC's plan?

Lorna Lally, DMD PC's plan reported $631K in assets and 11 participants for 2025.

Original filing (PDF)20260507140525NAL0002965201001

Lorna Lally, DMD PC

Name: Lorna Lally, DMD PC — Lorna Lally, DMD 401(k) Plan, Form 5500 (2025)
Creator: Lorna Lally, DMD PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lorna Lally, DMD 401(k) Plan

401(k) retirement plan · Lorna Lally, DMD PC's Lorna Lally, DMD 401(k) Plan held $631K in plan assets for 11 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$631K

Net assets (EOY)

$631K

People on this filing

James Shaw signed Lorna Lally, DMD PC's 2025 Form 5500 as plan administrator.

James Shaw — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Lorna Lally, DMD PC's EIN is 41-1261188.

EIN 41-1261188

Plan number 001

Plan year 2025

ACK ID 20260507140525NAL0002965201001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Lorna Lally, DMD PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Lorna Lally, DMD PC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LORNA LALLY, DMD PC.

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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

Knocking points off