Original filing (PDF)20250630095856NAL0006213699001

L. M. LIU & ASSOCIATES D.D.S., P.A.

Name: L. M. LIU & ASSOCIATES D.D.S., P.A. — L. M. LIU & ASSOCIATES D.D.S., P.A. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: L. M. LIU & ASSOCIATES D.D.S., P.A.

Form 5500-SF

FILING_RECEIVED

L. M. LIU & ASSOCIATES D.D.S., P.A. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$733K

Net assets (EOY)

$733K

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 average account balance (95th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for L. M. LIU & ASSOCIATES D.D.S., P.A..

Plan sponsor

Name

L. M. LIU & ASSOCIATES D.D.S., P.A.

EIN

46-1348435all filings

Address

232 HILLIARD FOREST DR. · CARY, NC · 27519

Phone

(995) 931-9747

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator