How big is Mark D. Berard, DDS, PC's plan?

Mark D. Berard, DDS, PC's plan reported $1.5M in assets and 8 participants for 2024.

Original filing (PDF)20250918073213NAL0001267296001

Mark D. Berard, DDS, PC

Name: Mark D. Berard, DDS, PC — Form 5500 (2024)
Creator: Mark D. Berard, DDS, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Mark D. Berard, DDS, PC held $1.5M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan identifiers

Mark D. Berard, DDS, PC's EIN is 20-4155595.

EIN 20-4155595

Plan number 001

Plan year 2024

ACK ID 20250918073213NAL0001267296001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Mark D. Berard, DDS, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Mark D. Berard, DDS, PC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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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

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

Plan sponsor

Name

MARK D. BERARD, DDS, PC

EIN

all filings

Address

399 E. 32ND ST., SUITE 10 · HOLLAND, MI · 49423

Phone

(616) 392-2853

Industry

Offices of Dentists· 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

2025-09-18

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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