How big is Steven D. LUTZ, DDS, P.C.'s plan?

Steven D. LUTZ, DDS, P.C.'s plan reported $1.8M in assets and 13 participants for 2025.

Original filing (PDF)20260312093718NAL0006680723001

Steven D. LUTZ, DDS, P.C.

Name: Steven D. LUTZ, DDS, P.C. — Steven D. LUTZ, DDS, Form 5500 (2025)
Creator: Steven D. LUTZ, DDS, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Steven D. LUTZ, DDS, P.C. 401(k) Plan

401(k) retirement plan · Steven D. LUTZ, DDS, P.C.'s Steven D. LUTZ, DDS, P.C. 401(k) Plan held $1.8M in plan assets for 13 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan identifiers

Steven D. LUTZ, DDS, P.C.'s EIN is 54-1834419.

EIN 54-1834419

Plan number 001

Plan year 2025

ACK ID 20260312093718NAL0006680723001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Steven D. LUTZ, DDS, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Steven D. LUTZ, DDS, P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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

Helping the score