How big is Joseph Erickson, DDS, LLC's plan?

Joseph Erickson, DDS, LLC's plan reported $126K in assets and 18 participants for 2024.

Original filing (PDF)20250930113539NAL0014815872001

Joseph Erickson, DDS, LLC

Name: Joseph Erickson, DDS, LLC — Joseph Erickson, DDS, Form 5500 (2024)
Creator: Joseph Erickson, DDS, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Joseph Erickson, DDS 401(k) Plan

401(k) retirement plan · Joseph Erickson, DDS, LLC's Joseph Erickson, DDS 401(k) Plan held $126K in plan assets for 18 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$126K

Net assets (EOY)

$126K

People on this filing

Joseph Erickson signed Joseph Erickson, DDS, LLC's 2024 Form 5500 as plan administrator.

Joseph Erickson — 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

Joseph Erickson, DDS, LLC's EIN is 88-3694472.

EIN 88-3694472

Plan number 001

Plan year 2024

ACK ID 20250930113539NAL0014815872001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Joseph Erickson, DDS, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Joseph Erickson, DDS, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Above-average plan

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