How big is William M. Aerni, DDS LLC's plan?

William M. Aerni, DDS LLC's plan reported $1.8M in assets and 7 participants for 2024.

Original filing (PDF)20250911125902NAL0000401168001

William M. Aerni, DDS LLC

Name: William M. Aerni, DDS LLC — William M. Aerni, DDS, Form 5500 (2024)
Creator: William M. Aerni, DDS LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

William M. Aerni, DDS Retirement Plan

401(k) retirement plan · William M. Aerni, DDS LLC's William M. Aerni, DDS Retirement Plan held $1.8M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan identifiers

William M. Aerni, DDS LLC's EIN is 26-3907707.

EIN 26-3907707

Plan number 001

Plan year 2024

ACK ID 20250911125902NAL0000401168001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for William M. Aerni, DDS LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

William M. Aerni, DDS LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WILLIAM M. AERNI, DDS LLC.

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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