How big is Julee TAE DDS PLLC's plan?

Julee TAE DDS PLLC's plan reported $750K in assets and 8 participants for 2024.

Original filing (PDF)20250922195012NAL0008214530001

Julee TAE DDS PLLC

Name: Julee TAE DDS PLLC — Julee TAE DDS PLLC Cash Balance, Form 5500 (2024)
Creator: Julee TAE DDS PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Julee TAE DDS PLLC Cash Balance Plan

Defined-benefit pension plan · Julee TAE DDS PLLC's Julee TAE DDS PLLC Cash Balance Plan held $750K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$750K

Net assets (EOY)

$750K

People on this filing

Shelby Pierce signed Julee TAE DDS PLLC's 2024 Form 5500 as plan administrator.

Shelby Pierce — 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

Julee TAE DDS PLLC's EIN is 81-4450405.

EIN 81-4450405

Plan number 002

Plan year 2024

ACK ID 20250922195012NAL0008214530001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Julee TAE DDS PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Julee TAE DDS PLLC's plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JULEE TAE 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score