How big is Jim LU DDS PLLC's plan?

Jim LU DDS PLLC's plan reported $115K in assets and 2 participants for 2025.

Original filing (PDF)20260422132951NAL0007884418001

Jim LU DDS PLLC

Name: Jim LU DDS PLLC — Jim LU DDS PLLC 401(k) Profit, Form 5500 (2025)
Creator: Jim LU DDS PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jim LU DDS PLLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Jim LU DDS PLLC's Jim LU DDS PLLC 401(k) Profit Sharing Plan & Trust held $115K in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$115K

Net assets (EOY)

$115K

People on this filing

Edward Rojas signed Jim LU DDS PLLC's 2025 Form 5500 as plan administrator.

Edward Rojas — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Jim LU DDS PLLC's EIN is 81-3016485.

EIN 81-3016485

Plan number 001

Plan year 2025

ACK ID 20260422132951NAL0007884418001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Jim LU DDS PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Jim LU DDS PLLC'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 JIM LU DDS PLLC.

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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