How big is William E. Poole DDS PC's plan?

William E. Poole DDS PC's plan reported $1.2M in assets and 17 participants for 2025.

Original filing (PDF)20260518203737NAL0000519568001

William E. Poole DDS PC

Name: William E. Poole DDS PC — William E. Poole DDS PC, Form 5500 (2025)
Creator: William E. Poole DDS PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

William E. Poole DDS PC 401(k) Plan

401(k) retirement plan · William E. Poole DDS PC's William E. Poole DDS PC 401(k) Plan held $1.2M in plan assets for 17 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

William Poole signed William E. Poole DDS PC's 2025 Form 5500 as plan administrator.

William Poole — 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

William E. Poole DDS PC's EIN is 41-2189654.

EIN 41-2189654

Plan number 001

Plan year 2025

ACK ID 20260518203737NAL0000519568001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for William E. Poole DDS PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

William E. Poole DDS PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WILLIAM E. POOLE DDS 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

Helping the score