How big is Scott R. Stein, DDS, LLC's plan?

Scott R. Stein, DDS, LLC's plan reported $716K in assets and 3 participants for 2024.

Original filing (PDF)20250131152019NAL0005299442001

Scott R. Stein, DDS, LLC

Name: Scott R. Stein, DDS, LLC — Scott R. Stein, DDS, LLC, Form 5500 (2024)
Creator: Scott R. Stein, DDS, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Scott R. Stein, DDS, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Scott R. Stein, DDS, LLC's Scott R. Stein, DDS, LLC 401(k) Profit Sharing Plan held $716K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$716K

Net assets (EOY)

$716K

Plan identifiers

Scott R. Stein, DDS, LLC's EIN is 75-3237315.

EIN 75-3237315

Plan number 001

Plan year 2024

ACK ID 20250131152019NAL0005299442001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Scott R. Stein, DDS, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Scott R. Stein, DDS, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SCOTT R. STEIN, DDS, LLC.

Finding similar companies…

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