How big is Kathryn James Ventures, PLLC's plan?

Kathryn James Ventures, PLLC's plan reported $328K in assets and 9 participants for 2025.

Original filing (PDF)20260511175953NAL0012361426001

Kathryn James Ventures, PLLC

Name: Kathryn James Ventures, PLLC — Pecan Park Dentistry, Form 5500 (2025)
Creator: Kathryn James Ventures, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Pecan Park Dentistry 401(k) Plan

401(k) retirement plan · Kathryn James Ventures, PLLC's Pecan Park Dentistry 401(k) Plan held $328K in plan assets for 9 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$328K

Net assets (EOY)

$328K

People on this filing

Heather Stewart signed Kathryn James Ventures, PLLC's 2025 Form 5500 as plan administrator.

Heather Stewart — 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

Kathryn James Ventures, PLLC's EIN is 84-4187993.

EIN 84-4187993

Plan number 001

Plan year 2025

ACK ID 20260511175953NAL0012361426001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Kathryn James Ventures, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Kathryn James Ventures, 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 KATHRYN JAMES VENTURES, 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

Knocking points off