How big is Dr. Stephen J. Puerini, DMD's plan?

Dr. Stephen J. Puerini, DMD's plan reported $7.1M in assets and 40 participants for 2024.

Original filing (PDF)20250730144739NAL0010669506001

Dr. Stephen J. Puerini, DMD

Name: Dr. Stephen J. Puerini, DMD — Safe-Harbor 401(k), Form 5500 (2024)
Creator: Dr. Stephen J. Puerini, DMD
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Safe-Harbor 401(k) Profit Sharing Plan for Employees of Dr. Stephen J. Puerini, DMD & Dr. Steven J. Saccoccio, DMD, PC

401(k) retirement plan · Dr. Stephen J. Puerini, DMD's Safe-Harbor 401(k) Profit Sharing Plan for Employees of Dr. Stephen J. Puerini, DMD & Dr. Steven J. Saccoccio, DMD, PC held $7.1M in plan assets for 40 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.1M

Net assets (EOY)

$7.1M

People on this filing

Steven Saccoccio signed Dr. Stephen J. Puerini, DMD's 2024 Form 5500 as plan administrator.

Steven Saccoccio — 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

Dr. Stephen J. Puerini, DMD's EIN is 05-0516057.

EIN 05-0516057

Plan number 003

Plan year 2024

ACK ID 20250730144739NAL0010669506001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Dr. Stephen J. Puerini, DMD from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Dr. Stephen J. Puerini, DMD's plan includes a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DR. STEPHEN J. PUERINI, DMD.

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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