How big is James R. Santarelli, DDS' plan?

James R. Santarelli, DDS' plan reported $4.4M in assets and 16 participants for 2024.

Original filing (PDF)20250730175134NAL0002120131003

James R. Santarelli, DDS

Name: James R. Santarelli, DDS — James R. Santarelli, DDS, Form 5500 (2024)
Creator: James R. Santarelli, DDS
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

James R. Santarelli, DDS Profit Sharing Plan

401(k) retirement plan · James R. Santarelli, DDS' James R. Santarelli, DDS Profit Sharing Plan held $4.4M in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.4M

Net assets (EOY)

$4.4M

People on this filing

James Santarelli signed James R. Santarelli, DDS' 2024 Form 5500 as plan administrator.

James Santarelli — 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

James R. Santarelli, DDS' EIN is 37-1158947.

EIN 37-1158947

Plan number 002

Plan year 2024

ACK ID 20250730175134NAL0002120131003

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for James R. Santarelli, DDS from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

James R. Santarelli, DDS' plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JAMES R. SANTARELLI, DDS.

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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