How big is Katherine E SO DDS LLC's plan?

Katherine E SO DDS LLC's plan reported $164K in assets and 7 participants for 2024.

Original filing (PDF)20250611122425NAL0013956051001

Katherine E SO DDS LLC

Name: Katherine E SO DDS LLC — MASS AVE Family Dental, Form 5500 (2024)
Creator: Katherine E SO DDS LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

MASS AVE Family Dental 401(k) Plan

401(k) retirement plan · Katherine E SO DDS LLC's MASS AVE Family Dental 401(k) Plan held $164K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$164K

Net assets (EOY)

$164K

Plan identifiers

Katherine E SO DDS LLC's EIN is 81-2699558.

EIN 81-2699558

Plan number 001

Plan year 2024

ACK ID 20250611122425NAL0013956051001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Katherine E SO DDS LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Katherine E SO DDS LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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