How big is Jonathan M DREW DDS Inc.'s plan?

Jonathan M DREW DDS Inc.'s plan reported $222K in assets and 8 participants for 2025.

Original filing (PDF)20260413184751NAL0022589538001

Jonathan M DREW DDS Inc.

Name: Jonathan M DREW DDS Inc. — Lake Orthodontics 401(k), Form 5500 (2025)
Creator: Jonathan M DREW DDS Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lake Orthodontics 401(k) Retirement Plan

401(k) retirement plan · Jonathan M DREW DDS Inc.'s Lake Orthodontics 401(k) Retirement Plan held $222K in plan assets for 8 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$222K

Net assets (EOY)

$222K

Plan identifiers

Jonathan M DREW DDS Inc.'s EIN is 88-0572658.

EIN 88-0572658

Plan number 001

Plan year 2025

ACK ID 20260413184751NAL0022589538001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Jonathan M DREW DDS Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Jonathan M DREW DDS Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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

Knocking points off