Original filing (PDF)20250515065256NAL0028843792001

SHERI L LEFTY DDS PLLC

Name: SHERI L LEFTY DDS PLLC — SHERI L LEFTY DDS PLLC 401K P/S PLAN, Form 5500 (2024)
Creator: SHERI L LEFTY DDS PLLC

Form 5500-SF

FILING_RECEIVED

SHERI L LEFTY DDS PLLC 401K P/S PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$740K

Net assets (EOY)

$740K

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 average account balance (89th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SHERI L LEFTY DDS PLLC.

Plan sponsor

Name

SHERI L LEFTY DDS PLLC

EIN

83-1319842all filings

Address

376 N MAIN ST · WOLFEBORO, NH · 03894

Phone

(440) 897-8614

Industry