· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
JEREMY FRIEDMAN, DDS, LLC — JEREMY FRIEDMAN, DDS 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251014090046NAL0005186178001
JEREMY FRIEDMAN, DDS, LLC
Form 5500-SF
FILING_RECEIVED
JEREMY FRIEDMAN, DDS 401(K) PLAN
401(k) retirement plan
Active participants
9
Accounts w/ balance
9
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
JEREMY FRIEDMAN, DDS, LLC
.
Find decision makers
Plan sponsor
Name
JEREMY FRIEDMAN, DDS, LLC
EIN
46-3282424
Address
14331 E. JACKSON STREET · PARKER CITY, IN · 47368
Phone
(317) 414-1616
Industry
Offices of Dentists
· Health Care & Social Assistance
see 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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Dentists plans
PAUL W. JONES, DDS, PA
PAUL W. JONES, DDS, PA CASH BALANCE PENSION PLAN AND TRUST
$1.1M · 10 participants
ERIC T. LIU, D.D.S., INC.
ERIC T. LIU, D.D.S., INC. RETIREMENT PLAN
$1.1M · 3 participants
VAILLANT DENTAL SERVICES, LLC
VAILLANT DENTAL SERVICES, LLC EMPLOYEES' PROFIT SHARING PLAN
$1.1M · 5 participants
COHEN FAMILY ORTHODONTICS, P.C.
COHEN ORTHODONTICS, P.C. CASH BALANCE PLAN
$1.1M · 5 participants
M.I. MARKOWITZ DDS LLC
M. I. MARKOWITZ DDS LLC 401(K) PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.1M · 6 participants
SPOKANE ENDODONTICS PS
SPOKANE ENDODONTICS PS 401(K) PROFIT SHARING PLAN
$1.1M · 5 participants
Large plans in Indiana
ELI LILLY AND COMPANY
LILLY SAVINGS PLAN MASTER TRUST FUND B
$13.5B
ELI LILLY AND COMPANY
THE LILLY EMPLOYEE 401(K) PLAN
$13.1B · 21,803 participants
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN MASTER TRUST
$12.1B
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH 401(K) PLAN
$12.1B · 71,880 participants
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH DEFINED CONTRIBUTION MASTER TRUST
$11.9B
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN
$11.8B · 21,629 participants
