How big is Lillie R. Bennett, M.D., Ltd.'s plan?

Lillie R. Bennett, M.D., Ltd.'s plan reported $2.1M in assets and 6 participants for 2024.

Original filing (PDF)20260312124535NAL0006435473001

Lillie R. Bennett, M.D., Ltd.

Name: Lillie R. Bennett, M.D., Ltd. — Lillie R. Bennett, Form 5500 (2024)
Creator: Lillie R. Bennett, M.D., Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lillie R. Bennett, M.D., Ltd. Profit Sharing Plan

401(k) retirement plan · Lillie R. Bennett, M.D., Ltd.'s Lillie R. Bennett, M.D., Ltd. Profit Sharing Plan held $2.1M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

Plan identifiers

Lillie R. Bennett, M.D., Ltd.'s EIN is 54-0930932.

EIN 54-0930932

Plan number 003

Plan year 2024

ACK ID 20260312124535NAL0006435473001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lillie R. Bennett, M.D., Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lillie R. Bennett, M.D., Ltd.'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

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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

Knocking points off