· 2022–2024 · DOL EFAST2

Perla Bermudez, OD — Perla Bermudez 401(k) Plan, Form 5500 (2024)

Original filing (PDF)20250718121414NAL0000872979001

Perla Bermudez, OD

Form 5500-SF

FILING_RECEIVED

Perla Bermudez 401(k) Plan

401(k) retirement plan · Perla Bermudez, OD's Perla Bermudez 401(k) Plan held $481 in plan assets for 4 participants in 2024.

Active participants

4

Accounts w/ balance

4

Plan assets (EOY)

$481

Net assets (EOY)

$481

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

48

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PERLA BERMUDEZ, OD.

Plan sponsor

Name

PERLA BERMUDEZ, OD

EIN

20-0379469all filings

Address

710 E HOLLAND AVE · #6 · ALPINE, TX · 79830

Phone

(432) 837-3699

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-18

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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