How big is Jeffrey R. Sholer, DDS, Inc.'s plan?

Jeffrey R. Sholer, DDS, Inc.'s plan reported $673K in assets and 9 participants for 2024.

Original filing (PDF)20250801082549NAL0003668163001

Jeffrey R. Sholer, DDS, Inc.

Name: Jeffrey R. Sholer, DDS, Inc. — Jeffrey R. Sholer, Form 5500 (2024)
Creator: Jeffrey R. Sholer, DDS, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jeffrey R. Sholer, DDS, Inc. 401(k) Plan

401(k) retirement plan · Jeffrey R. Sholer, DDS, Inc.'s Jeffrey R. Sholer, DDS, Inc. 401(k) Plan held $673K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$673K

Net assets (EOY)

$673K

Plan identifiers

Jeffrey R. Sholer, DDS, Inc.'s EIN is 90-0424006.

EIN 90-0424006

Plan number 001

Plan year 2024

ACK ID 20250801082549NAL0003668163001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jeffrey R. Sholer, DDS, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jeffrey R. Sholer, DDS, Inc.'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 JEFFREY R. SHOLER, DDS, INC..

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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