How big is Joel R. Duray DDS, Ltd.'s plan?

Joel R. Duray DDS, Ltd.'s plan reported $1.3M in assets and 7 participants for 2024.

Original filing (PDF)20251009153123NAL0004043299001

Joel R. Duray DDS, Ltd.

Name: Joel R. Duray DDS, Ltd. — Joel R. Duray DDS, Ltd., Form 5500 (2024)
Creator: Joel R. Duray DDS, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Joel R. Duray DDS, Ltd. Safe Harbor 401(k) Plan

401(k) retirement plan · Joel R. Duray DDS, Ltd.'s Joel R. Duray DDS, Ltd. Safe Harbor 401(k) Plan held $1.3M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Joel Duray signed Joel R. Duray DDS, Ltd.'s 2024 Form 5500 as plan administrator.

Joel Duray — 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

Joel R. Duray DDS, Ltd.'s EIN is 41-2009244.

EIN 41-2009244

Plan number 001

Plan year 2024

ACK ID 20251009153123NAL0004043299001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Joel R. Duray DDS, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Joel R. Duray DDS, Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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

Helping the score