How big is Katie Kickertz, DDS, MS, PLLC's plan?

Katie Kickertz, DDS, MS, PLLC's plan reported $121K in assets and 4 participants for 2024.

Original filing (PDF)20250710110235NAL0006526769001

Katie Kickertz, DDS, MS, PLLC

Name: Katie Kickertz, DDS, MS, PLLC — Katie Kickertz, DDS, Form 5500 (2024)
Creator: Katie Kickertz, DDS, MS, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Katie Kickertz, DDS, MS, PLLC 401(k) Plan

401(k) retirement plan · Katie Kickertz, DDS, MS, PLLC's Katie Kickertz, DDS, MS, PLLC 401(k) Plan held $121K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$121K

Net assets (EOY)

$121K

Plan identifiers

Katie Kickertz, DDS, MS, PLLC's EIN is 92-3260832.

EIN 92-3260832

Plan number 001

Plan year 2024

ACK ID 20250710110235NAL0006526769001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Katie Kickertz, DDS, MS, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Katie Kickertz, DDS, MS, PLLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, 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 KATIE KICKERTZ, DDS, MS, 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