How big is Jim LU DDS PLLC's plan?

Jim LU DDS PLLC's plan reported $20K in assets and 6 participants for 2025.

Original filing (PDF)20260406220246NAL0014566898068

Jim LU DDS PLLC

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

Form 5500-SF

FILING_RECEIVED

Asheboro Family Dentistry 401(k) Plan

401(k) retirement plan · Jim LU DDS PLLC's Asheboro Family Dentistry 401(k) Plan held $20K in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$20K

Net assets (EOY)

$20K

People on this filing

Elantha Barry signed Jim LU DDS PLLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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 002

Plan year 2025

ACK ID 20260406220246NAL0014566898068

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

JIM LU DDS PLLC

EIN

all filings

Address

411 WEST WASHINGTON STREET APT 302 · GREENSBORO, NC · 27401

Phone

(706) 254-4191

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator