How big is LISA M Jordan DDS' plan?

LISA M Jordan DDS' plan reported $814K in assets and 11 participants for 2025.

Original filing (PDF)20260505210841NAL0000988659001

LISA M Jordan DDS

Name: LISA M Jordan DDS — LISA M Jordan DDS 401(k) Profit, Form 5500 (2025)
Creator: LISA M Jordan DDS
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

LISA M Jordan DDS 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · LISA M Jordan DDS' LISA M Jordan DDS 401(k) Profit Sharing Plan & Trust held $814K in plan assets for 11 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$814K

Net assets (EOY)

$814K

People on this filing

Michael Young signed LISA M Jordan DDS' 2025 Form 5500 as plan administrator.

Michael Young — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

LISA M Jordan DDS' EIN is 73-1645231.

EIN 73-1645231

Plan number 001

Plan year 2025

ACK ID 20260505210841NAL0000988659001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for LISA M Jordan DDS from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

LISA M Jordan DDS' plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA), a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LISA M JORDAN DDS.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

LISA M JORDAN DDS

EIN

all filings

Address

106 BLOOMFIELD AVE · WINDSOR, CT · 060952813

Phone

(860) 668-2679

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator