How big is DRS. Davis & Lee, DDS, PA's plan?

DRS. Davis & Lee, DDS, PA's plan reported $2.7M in assets and 14 participants for 2024.

Original filing (PDF)20250902080611NAL0008586723001

DRS. Davis & Lee, DDS, PA

Name: DRS. Davis & Lee, DDS, PA — Blue Water Pediatric, Form 5500 (2024)
Creator: DRS. Davis & Lee, DDS, PA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Blue Water Pediatric Dentistry 401(k) Plan

401(k) retirement plan · DRS. Davis & Lee, DDS, PA's Blue Water Pediatric Dentistry 401(k) Plan held $2.7M in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

Plan identifiers

DRS. Davis & Lee, DDS, PA's EIN is 46-0953227.

EIN 46-0953227

Plan number 001

Plan year 2024

ACK ID 20250902080611NAL0008586723001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for DRS. Davis & Lee, DDS, PA from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

DRS. Davis & Lee, DDS, PA's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DRS. DAVIS & LEE, DDS, PA.

Finding similar companies…

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