How big is Robert Matthew Bereman, DDS, PA's plan?

Robert Matthew Bereman, DDS, PA's plan reported $2.4M in assets and 9 participants for 2024.

Original filing (PDF)20250909134306NAL0033747200001

Robert Matthew Bereman, DDS, PA

Name: Robert Matthew Bereman, DDS, PA — Robert Matthew, Form 5500 (2024)
Creator: Robert Matthew Bereman, DDS, PA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Robert Matthew Bereman DDS, PA 401(k) Profit Sharing Plan

401(k) retirement plan · Robert Matthew Bereman, DDS, PA's Robert Matthew Bereman DDS, PA 401(k) Profit Sharing Plan held $2.4M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

People on this filing

Robert Bereman signed Robert Matthew Bereman, DDS, PA's 2024 Form 5500 as plan administrator.

Robert Bereman — 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

Robert Matthew Bereman, DDS, PA's EIN is 20-2817613.

EIN 20-2817613

Plan number 001

Plan year 2024

ACK ID 20250909134306NAL0033747200001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Robert Matthew Bereman, DDS, PA from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Robert Matthew Bereman, DDS, PA'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 ROBERT MATTHEW BEREMAN, DDS, PA.

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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