How big is F. Robert SOTO DDS, Inc.'s plan?

F. Robert SOTO DDS, Inc.'s plan reported $971K in assets and 14 participants for 2024.

Original filing (PDF)20250611223226NAL0012528739001

F. Robert SOTO DDS, Inc.

Name: F. Robert SOTO DDS, Inc. — Dr. Robert SOTO, DDS, Form 5500 (2024)
Creator: F. Robert SOTO DDS, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Dr. Robert SOTO, DDS 401(k) Plan

401(k) retirement plan · F. Robert SOTO DDS, Inc.'s Dr. Robert SOTO, DDS 401(k) Plan held $971K in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$971K

Net assets (EOY)

$971K

People on this filing

F Robert SOTO signed F. Robert SOTO DDS, Inc.'s 2024 Form 5500 as plan administrator.

F Robert SOTO — 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

F. Robert SOTO DDS, Inc.'s EIN is 45-2737651.

EIN 45-2737651

Plan number 001

Plan year 2024

ACK ID 20250611223226NAL0012528739001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for F. Robert SOTO DDS, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

F. Robert SOTO DDS, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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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