How big is Lance L. Bergeson, DMD, PLLC's plan?

Lance L. Bergeson, DMD, PLLC's plan reported $680K in assets and 8 participants for 2024.

Original filing (PDF)20250829114058NAL0019262848001

Lance L. Bergeson, DMD, PLLC

Name: Lance L. Bergeson, DMD, PLLC — Bridgeport Dental, Form 5500 (2024)
Creator: Lance L. Bergeson, DMD, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bridgeport Dental ARTS 401(k) Plan

401(k) retirement plan · Lance L. Bergeson, DMD, PLLC's Bridgeport Dental ARTS 401(k) Plan held $680K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$680K

Net assets (EOY)

$680K

Plan identifiers

Lance L. Bergeson, DMD, PLLC's EIN is 83-2882722.

EIN 83-2882722

Plan number 001

Plan year 2024

ACK ID 20250829114058NAL0019262848001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lance L. Bergeson, DMD, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lance L. Bergeson, DMD, PLLC'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 LANCE L. BERGESON, DMD, 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 (92nd percentile).

Plan sponsor

Name

LANCE L. BERGESON, DMD, PLLC

EIN

all filings

Address

4103 BRIDGEPORT WAY W., STE. A · UNIVERSITY PLACE, WA · 984664322

Phone

(253) 565-4474

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator