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Original filing (PDF)20251013123244NAL0002885234001
DR. DANIEL RUDDY AND DR. JOSEPH ZERAFA P.C.
Form 5500-SF
FILING_RECEIVED
DRS.ZERAFA & RUDDY, D.D.S.,P.C. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
13
Accounts w/ balance
14
Plan assets (EOY)
$3.5M
Net assets (EOY)
$3.5M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DR. DANIEL RUDDY AND DR. JOSEPH ZERAFA P.C..
Plan sponsor
Name
DR. DANIEL RUDDY AND DR. JOSEPH ZERAFA P.C.
EIN
38-2249528
Address
36545 HARPER AVENUE, SUITE A · CLINTON TOWNSHIP, MI · 48035
Phone
(586) 791-1490
Industry
Offices of Dentists· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2025-10-13
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
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