How big is Peter Peterson and Jesse Sorrentino PC's plan?

Peter Peterson and Jesse Sorrentino PC's plan reported $4.1M in assets and 10 participants for 2024.

Original filing (PDF)20250623143244NAL0003781971001

Peter Peterson and Jesse Sorrentino PC

Name: Peter Peterson and Jesse Sorrentino PC — Form 5500 Plan 002 (2024)
Creator: Peter Peterson and Jesse Sorrentino PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

BPS Perio 401(k) Plan

401(k) retirement plan · Peter Peterson and Jesse Sorrentino PC's BPS Perio 401(k) Plan held $4.1M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.1M

Net assets (EOY)

$4.1M

Plan identifiers

Peter Peterson and Jesse Sorrentino PC's EIN is 06-1026853.

EIN 06-1026853

Plan number 002

Plan year 2024

ACK ID 20250623143244NAL0003781971001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Peter Peterson and Jesse Sorrentino PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Peter Peterson and Jesse Sorrentino PC'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 PETER PETERSON AND JESSE SORRENTINO PC.

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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 (89th percentile).

Plan sponsor

Name

PETER PETERSON AND JESSE SORRENTINO PC

EIN

all filings

Address

291 FARMINGTON AVENUE · FARMINGTON, CT · 06032

Phone

(860) 677-8747

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator