Original filing (PDF)20250728073914NAL0002801522001

KEVIN F. SORGE, DDS

Name: KEVIN F. SORGE, DDS — KEVIN F. SORGE, DDS 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: KEVIN F. SORGE, DDS

Form 5500-SF

FILING_RECEIVED

KEVIN F. SORGE, DDS 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$277K

Net assets (EOY)

$277K

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 average account balance (86th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KEVIN F. SORGE, DDS.

Plan sponsor

Name

KEVIN F. SORGE, DDS

EIN

20-0104871all filings

Address

304 S. MANLIUS STREET · FAYETTEVILLE, NY · 13066

Phone

(315) 637-3951

Industry