Original filing (PDF)20250516153822NAL0020291233001

LAWRENCE TAM DDS PC

Name: LAWRENCE TAM DDS PC — LAWRENCE TAM DDS PC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: LAWRENCE TAM DDS PC

Form 5500-SF

FILING_RECEIVED

LAWRENCE TAM DDS PC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$415K

Net assets (EOY)

$415K

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LAWRENCE TAM DDS PC.

Plan sponsor

Name

LAWRENCE TAM DDS PC

EIN

81-2780307

Address

111 JOHN ST STE 530 · NEW YORK, NY · 100380077

Phone

(212) 338-6239

Industry

Other Services (ex. Public Admin)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

2025-05-16

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

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