How big is Dr. Kevin Jalali, PLLC's plan?

Dr. Kevin Jalali, PLLC's plan reported $78K in assets and 2 participants for 2025.

Original filing (PDF)20260501221019NAL0001683057046

Dr. Kevin Jalali, PLLC

Name: Dr. Kevin Jalali, PLLC — Dr. Kevin Jalali 401(k), Form 5500 (2025)
Creator: Dr. Kevin Jalali, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Dr. Kevin Jalali 401(k) Plan

401(k) retirement plan · Dr. Kevin Jalali, PLLC's Dr. Kevin Jalali 401(k) Plan held $78K in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$78K

Net assets (EOY)

$78K

People on this filing

Elantha Barry signed Dr. Kevin Jalali, PLLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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

Dr. Kevin Jalali, PLLC's EIN is 88-0541547.

EIN 88-0541547

Plan number 001

Plan year 2025

ACK ID 20260501221019NAL0001683057046

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Dr. Kevin Jalali, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Dr. Kevin Jalali, PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DR. KEVIN JALALI, 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

DR. KEVIN JALALI, PLLC

EIN

all filings

Address

1818 LOMBARDY CIRCLE · CHARLOTTE, NC · 28203

Phone

(704) 237-0507

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator