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

William M. Aerni, D.D.S., LLC's plan reported $936K in assets and 4 participants for 2024.

Original filing (PDF)20251014094120NAL0001180243001

William M. Aerni, D.D.S., LLC

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

Form 5500-SF

FILING_RECEIVED

William M. Aerni, D.D.S., LLC Cash Balance Pension Plan

Defined-benefit pension plan · William M. Aerni, D.D.S., LLC's William M. Aerni, D.D.S., LLC Cash Balance Pension Plan held $936K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$936K

Net assets (EOY)

$936K

Plan identifiers

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

EIN 26-3907707

Plan number 002

Plan year 2024

ACK ID 20251014094120NAL0001180243001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

William M. Aerni, D.D.S., LLC's plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WILLIAM M. AERNI, D.D.S., 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score