Original filing (PDF)20250411131925NAL0012643395001

LAKERIDGE FAMILY DENTISTRY AND ORTHODONTICS, LLP

Name: LAKERIDGE FAMILY DENTISTRY AND ORTHODONTICS, LLP — LAKERIDGE DENTAL 401(K) AND PROFIT SHARING PLAN, Form 5500 (2024)
Creator: LAKERIDGE FAMILY DENTISTRY AND ORTHODONTICS, LLP

Form 5500-SF

FILING_RECEIVED

LAKERIDGE DENTAL 401(K) AND PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LAKERIDGE FAMILY DENTISTRY AND ORTHODONTICS, LLP.

Plan sponsor

Name

LAKERIDGE FAMILY DENTISTRY AND ORTHODONTICS, LLP

EIN

75-2754020

Address

4222 98TH STREET · LUBBOCK, TX · 79423

Phone

(806) 794-4180

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-11

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

ALIGN ORTHODONTICS, LLC

ALIGN ORTHODONTICS, LLC 401(K) PROFIT SHARING PLAN

$2.0M · 7 participants

TUSCULUM DENTAL CARE, PLLC

TUSCULUM DENTAL CARE, PLLC PROFIT SHARING PLAN

$2.0M · 14 participants

WARNICK & SEMDER DENTISTRY,PLLC

WARNICK & SEMDER DENTISTRY, PLLC 401(K) PLAN

$2.0M · 21 participants

LONG FAMILY DENTAL

LONG FAMILY DENTAL SAFE HARBOUR 401(K) AND PROFIT SHARING PLAN

$2.0M · 17 participants

KURT D. VAN WINKLE, DDS, MDS, PC