How big is Sergio Berkstein, D.D.S., MS Inc.'s plan?

Sergio Berkstein, D.D.S., MS Inc.'s plan reported $969K in assets and 5 participants for 2024.

Original filing (PDF)20250902123436NAL0008438115001

Sergio Berkstein, D.D.S., MS Inc.

Name: Sergio Berkstein, D.D.S., MS Inc. — Sergio Berkstein, Form 5500 (2024)
Creator: Sergio Berkstein, D.D.S., MS Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sergio Berkstein, DDS, MS 401(k) Profit Sharing Plan

401(k) retirement plan · Sergio Berkstein, D.D.S., MS Inc.'s Sergio Berkstein, DDS, MS 401(k) Profit Sharing Plan held $969K in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$969K

Net assets (EOY)

$969K

People on this filing

Sergio Berkstein, DDS, MS signed Sergio Berkstein, D.D.S., MS Inc.'s 2024 Form 5500 as plan administrator.

Sergio Berkstein, DDS, MS — 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

Sergio Berkstein, D.D.S., MS Inc.'s EIN is 20-2067969.

EIN 20-2067969

Plan number 001

Plan year 2024

ACK ID 20250902123436NAL0008438115001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sergio Berkstein, D.D.S., MS Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sergio Berkstein, D.D.S., MS Inc.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SERGIO BERKSTEIN, D.D.S., MS INC..

Finding similar companies…

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