How big is Joseph T. Loverdi, DDS, PLLC's plan?

Joseph T. Loverdi, DDS, PLLC's plan reported $996K in assets and 4 participants for 2024.

Original filing (PDF)20251002120901NAL0000464929001

Joseph T. Loverdi, DDS, PLLC

Name: Joseph T. Loverdi, DDS, PLLC — Joseph T. Loverdi, Form 5500 (2024)
Creator: Joseph T. Loverdi, DDS, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Joseph T. Loverdi, DDS, PLLC 401(k) Plan

401(k) retirement plan · Joseph T. Loverdi, DDS, PLLC's Joseph T. Loverdi, DDS, PLLC 401(k) Plan held $996K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$996K

Net assets (EOY)

$996K

People on this filing

Joseph T Loverdi signed Joseph T. Loverdi, DDS, PLLC's 2024 Form 5500 as plan administrator.

Joseph T Loverdi — 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

Joseph T. Loverdi, DDS, PLLC's EIN is 20-8142464.

EIN 20-8142464

Plan number 001

Plan year 2024

ACK ID 20251002120901NAL0000464929001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Joseph T. Loverdi, DDS, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Joseph T. Loverdi, DDS, PLLC'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 JOSEPH T. LOVERDI, 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (91st percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

JOSEPH T. LOVERDI, DDS, PLLC

EIN

all filings

Address

815 AYRAULT ROAD · FAIRPORT, NY · 14450

Phone

(585) 223-4233

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator