Original filing (PDF)20251007075653NAL0010791634001

LANA W MCDERMOTT, DDS PC

Name: LANA W MCDERMOTT, DDS PC — LANA W MCDERMOTT, DDS PC 401(K) PLAN, Form 5500 (2024)
Creator: LANA W MCDERMOTT, DDS PC

Form 5500-SF

FILING_RECEIVED

LANA W MCDERMOTT, DDS PC 401(K) PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$981K

Net assets (EOY)

$981K

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LANA W MCDERMOTT, DDS PC.

Plan sponsor

Name

LANA W MCDERMOTT, DDS PC

EIN

45-5419971

Address

108 5TH AVENUE · DECORAH, IA · 52101

Phone

(563) 382-3657

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

2025-10-07

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2H · Partial participant-directed accounts

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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