How big is Waldron & Lee Dentistry LLC's plan?

Waldron & Lee Dentistry LLC's plan reported $2.9M in assets and 38 participants for 2025.

Original filing (PDF)20260506110408NAL0001412291001

Waldron & Lee Dentistry LLC

Name: Waldron & Lee Dentistry LLC — Waldron & Lee, Form 5500 (2025)
Creator: Waldron & Lee Dentistry LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Waldron & Lee Dentistry LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Waldron & Lee Dentistry LLC's Waldron & Lee Dentistry LLC 401(k) Profit Sharing Plan & Trust held $2.9M in plan assets for 38 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

People on this filing

Christopher Lee signed Waldron & Lee Dentistry LLC's 2025 Form 5500 as plan administrator.

Christopher Lee — 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

Waldron & Lee Dentistry LLC's EIN is 82-1175469.

EIN 82-1175469

Plan number 001

Plan year 2025

ACK ID 20260506110408NAL0001412291001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Waldron & Lee Dentistry LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Waldron & Lee Dentistry 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 WALDRON & LEE DENTISTRY 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