· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
ROGER S. LIM, D.D.S., M.S., INC. — ROGER S. LIM, D.D.S., M.S., INC. 401K PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251013201741NAL0002706528001
ROGER S. LIM, D.D.S., M.S., INC.
Form 5500-SF
FILING_RECEIVED
ROGER S. LIM, D.D.S., M.S., INC. 401K PLAN
401(k) retirement plan
Active participants
15
Accounts w/ balance
28
Plan assets (EOY)
$4.5M
Net assets (EOY)
$4.5M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ROGER S. LIM, D.D.S., M.S., INC.
.
Find decision makers
Plan sponsor
Name
ROGER S. LIM, D.D.S., M.S., INC.
EIN
76-0724801
Address
13308 MOORPARK STREET · SHERMAN OAKS, CA · 91423
Phone
(818) 783-4565
Industry
Offices of Dentists
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
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
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Dentists plans
A. SIDNEY LYONS, D.M.D.
A. SIDNEY LYONS, D.M.D. PROFIT SHARING PLAN
$4.5M · 11 participants
DIRANI DENTAL GROUP, P.C.
DIRANI DENTAL GROUP, P.C. 401(K) PLAN
$4.5M · 5 participants
DRS. WOO & DEBERARDINIS
DRS. WOO & DEBERARDINIS 401(K) PROFIT SHARING PLAN
$4.5M · 17 participants
CHERRY CHASE DENTAL PC
CHERRY CHASE DENTAL 401(K) PROFIT SHARING PLAN
$4.5M · 5 participants
DERMODY PEDIATRIC DENTAL & ORTHODONTICS, PA
THE DERMODY'S 401(K) PROFIT SHARING PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$4.5M · 12 participants
SALMON ORTHODONTICS, P.C.
SALMON ORTHODONTICS, PC DEFERRED PROFIT SHARING PLAN
$4.5M · 16 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
