How big is J Brogan Lopez DDS' plan?

J Brogan Lopez DDS' plan reported $748K in assets and 7 participants for 2024.

Original filing (PDF)20250626170922NAL0021318418001

J Brogan Lopez DDS

Name: J Brogan Lopez DDS — J Brogan Lopez DDS 401(k) Plan, Form 5500 (2024)
Creator: J Brogan Lopez DDS
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

J Brogan Lopez DDS 401(k) Plan

401(k) retirement plan · J Brogan Lopez DDS' J Brogan Lopez DDS 401(k) Plan held $748K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$748K

Net assets (EOY)

$748K

Plan identifiers

J Brogan Lopez DDS' EIN is 88-3265879.

EIN 88-3265879

Plan number 001

Plan year 2024

ACK ID 20250626170922NAL0021318418001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for J Brogan Lopez DDS from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

J Brogan Lopez DDS' plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for J BROGAN LOPEZ DDS.

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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