How big is LISA D. Castleman, D.D.S.'s plan?

LISA D. Castleman, D.D.S.'s plan reported $1.3M in assets and 4 participants for 2024.

Original filing (PDF)20250724124343NAL0005338545001

LISA D. Castleman, D.D.S.

Name: LISA D. Castleman, D.D.S. — LISA D. Castleman, D. D., Form 5500 (2024)
Creator: LISA D. Castleman, D.D.S.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

LISA D. Castleman, D. D. S. 401(k) Plan

401(k) retirement plan · LISA D. Castleman, D.D.S.'s LISA D. Castleman, D. D. S. 401(k) Plan held $1.3M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan identifiers

LISA D. Castleman, D.D.S.'s EIN is 43-1935955.

EIN 43-1935955

Plan number 001

Plan year 2024

ACK ID 20250724124343NAL0005338545001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for LISA D. Castleman, D.D.S. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

LISA D. Castleman, D.D.S.'s plan includes profit-sharing, a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction.

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

LISA D. CASTLEMAN, D.D.S.

EIN

all filings

Address

1338 EAST KINGSLEY STREET, SUITE A · SPRINGFIELD, MO · 65804

Phone

(417) 877-9333

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator