How big is Leonard David Williams IV, DDS-PC's plan?

Leonard David Williams IV, DDS-PC's plan reported $314K in assets and 5 participants for 2024.

Original filing (PDF)20250708075809NAL0010646242001

Leonard David Williams IV, DDS-PC

Name: Leonard David Williams IV, DDS-PC — Leonard David, Form 5500 (2024)
Creator: Leonard David Williams IV, DDS-PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Leonard David Williams IV, DDS-PC Retirement Trust

401(k) retirement plan · Leonard David Williams IV, DDS-PC's Leonard David Williams IV, DDS-PC Retirement Trust held $314K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$314K

Net assets (EOY)

$314K

People on this filing

Plan Sponsor signed Leonard David Williams IV, DDS-PC's 2024 Form 5500 as plan administrator.

Plan Sponsor — 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

Leonard David Williams IV, DDS-PC's EIN is 92-3845893.

EIN 92-3845893

Plan number 001

Plan year 2024

ACK ID 20250708075809NAL0010646242001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Leonard David Williams IV, DDS-PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Leonard David Williams IV, DDS-PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

LEONARD DAVID WILLIAMS IV, DDS-PC

EIN

all filings

Address

621 N FODALE AVE · A · SOUTHPORT, NC · 28461

Phone

(910) 457-5026

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator