How big is Megan SU, DMD, PLLC.'s plan?

Megan SU, DMD, PLLC.'s plan reported $2.7M in assets and 7 participants for 2024.

Original filing (PDF)20250613153152NAL0050495810001

Megan SU, DMD, PLLC.

Name: Megan SU, DMD, PLLC. — Lakeview Kids Retirement Plan, Form 5500 (2024)
Creator: Megan SU, DMD, PLLC.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lakeview Kids Retirement Plan

401(k) retirement plan · Megan SU, DMD, PLLC.'s Lakeview Kids Retirement Plan held $2.7M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

Plan identifiers

Megan SU, DMD, PLLC.'s EIN is 87-1324009.

EIN 87-1324009

Plan number 001

Plan year 2024

ACK ID 20250613153152NAL0050495810001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Megan SU, DMD, PLLC.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MEGAN SU, 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