How big is Jackson L. Sullivan D.D.S., P.A.'s plan?

Jackson L. Sullivan D.D.S., P.A.'s plan reported $2.5M in assets and 3 participants for 2025.

Original filing (PDF)20260505145758NAL0001454592001

Jackson L. Sullivan D.D.S., P.A.

Name: Jackson L. Sullivan D.D.S., P.A. — Jackson L., Form 5500 (2025)
Creator: Jackson L. Sullivan D.D.S., P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jackson L. Sullivan D.D.S., P.A. 401(k) Plan

401(k) retirement plan · Jackson L. Sullivan D.D.S., P.A.'s Jackson L. Sullivan D.D.S., P.A. 401(k) Plan held $2.5M in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

Plan identifiers

Jackson L. Sullivan D.D.S., P.A.'s EIN is 61-1503599.

EIN 61-1503599

Plan number 001

Plan year 2025

ACK ID 20260505145758NAL0001454592001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Jackson L. Sullivan D.D.S., P.A. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Jackson L. Sullivan D.D.S., P.A.'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

Helping the score