How big is Joseph Roberto DDS and Traci A. Roberto DDS, PLLC's plan?

Joseph Roberto DDS and Traci A. Roberto DDS, PLLC's plan reported $3.8M in assets and 13 participants for 2024.

Original filing (PDF)20250829093448NAL0006120755001

Joseph Roberto DDS and Traci A. Roberto DDS, PLLC

Name: Joseph Roberto DDS and Traci A. Roberto DDS, PLLC — Form 5500 Plan 001 (2024)
Creator: Joseph Roberto DDS and Traci A. Roberto DDS, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Joseph Roberto DDS and Traci A. Roberto DDS, PLLC 401(k) Plan

401(k) retirement plan · Joseph Roberto DDS and Traci A. Roberto DDS, PLLC's Joseph Roberto DDS and Traci A. Roberto DDS, PLLC 401(k) Plan held $3.8M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

Plan identifiers

Joseph Roberto DDS and Traci A. Roberto DDS, PLLC's EIN is 20-3734746.

EIN 20-3734746

Plan number 001

Plan year 2024

ACK ID 20250829093448NAL0006120755001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Joseph Roberto DDS and Traci A. Roberto DDS, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Joseph Roberto DDS and Traci A. Roberto DDS, PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JOSEPH ROBERTO DDS AND TRACI A. ROBERTO DDS, PLLC.

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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