Original filing (PDF)20250728121917NAL0000866835001

BRADLEY D LANCE, DDS PC

Name: BRADLEY D LANCE, DDS PC — RETIREMENT INCOME SECURITY PLAN-BRADLEY D LANCE, DDS PC, Form 5500 (2024)
Creator: BRADLEY D LANCE, DDS PC

Form 5500-SF

FILING_RECEIVED

RETIREMENT INCOME SECURITY PLAN-BRADLEY D LANCE, DDS PC

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$348K

Net assets (EOY)

$348K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BRADLEY D LANCE, DDS PC.

Plan sponsor

Name

BRADLEY D LANCE, DDS PC

EIN

86-1460550all filings

Address

1315 VETERANS BOULEVARD · FESTUS, MO · 63028

Phone

(636) 937-9445

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Name

HEALTHEQUITY RETIREMENT SERVICES

EIN

82-1222973

City

DRAPER, UT

Phone

(877) 860-2664

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-28

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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