How big is Aaron M Schertzer DDS PC's plan?

Aaron M Schertzer DDS PC's plan reported $909K in assets and 9 participants for 2024.

Original filing (PDF)20250428214753NAL0008424883001

Aaron M Schertzer DDS PC

Name: Aaron M Schertzer DDS PC — Aaron M. Schertzer DDS PC, Form 5500 (2024)
Creator: Aaron M Schertzer DDS PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Aaron M. Schertzer DDS PC 401(k) Profit Sharing Plan

401(k) retirement plan · Aaron M Schertzer DDS PC's Aaron M. Schertzer DDS PC 401(k) Profit Sharing Plan held $909K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$909K

Net assets (EOY)

$909K

People on this filing

Aaron Schertzer signed Aaron M Schertzer DDS PC's 2024 Form 5500 as plan administrator.

Aaron Schertzer — 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

Aaron M Schertzer DDS PC's EIN is 26-2051028.

EIN 26-2051028

Plan number 001

Plan year 2024

ACK ID 20250428214753NAL0008424883001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Aaron M Schertzer DDS PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Aaron M Schertzer DDS PC'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 AARON M SCHERTZER DDS PC.

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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