How big is Paul M Roberts DDS' plan?

Paul M Roberts DDS' plan reported $1.0M in assets and 15 participants for 2024.

Original filing (PDF)20250509224226NAL0009099235001

Paul M Roberts DDS

Name: Paul M Roberts DDS — Paul M Roberts DDS 401(k), Form 5500 (2024)
Creator: Paul M Roberts DDS
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Paul M Roberts DDS 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Paul M Roberts DDS' Paul M Roberts DDS 401(k) Profit Sharing Plan & Trust held $1.0M in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

Plan identifiers

Paul M Roberts DDS' EIN is 04-2791331.

EIN 04-2791331

Plan number 001

Plan year 2024

ACK ID 20250509224226NAL0009099235001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Paul M Roberts DDS from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Paul M Roberts DDS' 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 PAUL M ROBERTS 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