Original filing (PDF)20250426170551NAL0023157202001

KATHLEEN S LIM DDS PC / SHANNON'S TAX

Name: KATHLEEN S LIM DDS PC / SHANNON'S TAX — KATHLEEN S LIM DDS PC / SHANNON'S TAX 401K PLAN, Form 5500 (2024)
Creator: KATHLEEN S LIM DDS PC / SHANNON'S TAX

Form 5500-SF

FILING_RECEIVED

KATHLEEN S LIM DDS PC / SHANNON'S TAX 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$340K

Net assets (EOY)

$340K

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

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (21st percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KATHLEEN S LIM DDS PC / SHANNON'S TAX.

Plan sponsor

Name

KATHLEEN S LIM DDS PC / SHANNON'S TAX

EIN

85-3750116all filings

Address

18102 IRVINE BLVD · SUITE 101 · TUSTIN, CA · 92780

Phone

(714) 323-4545

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator