How big is Alexis Klassen & Associates, DDS, LLC's plan?

Alexis Klassen & Associates, DDS, LLC's plan reported $231K in assets and 10 participants for 2024.

Original filing (PDF)20250519125308NAL0000603777001

Alexis Klassen & Associates, DDS, LLC

Name: Alexis Klassen & Associates, DDS, LLC — Klassen DDS, Form 5500 (2024)
Creator: Alexis Klassen & Associates, DDS, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Klassen DDS 401(k) Plan

401(k) retirement plan · Alexis Klassen & Associates, DDS, LLC's Klassen DDS 401(k) Plan held $231K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$231K

Net assets (EOY)

$231K

Plan identifiers

Alexis Klassen & Associates, DDS, LLC's EIN is 85-1622327.

EIN 85-1622327

Plan number 001

Plan year 2024

ACK ID 20250519125308NAL0000603777001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Alexis Klassen & Associates, DDS, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Alexis Klassen & Associates, DDS, 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 ALEXIS KLASSEN & ASSOCIATES, DDS, 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