How big is Advanced Upstate Endodontics PA's plan?

Advanced Upstate Endodontics PA's plan reported $1.7M in assets and 29 participants for 2024.

Original filing (PDF)20250925091749NAL0008357713001

Advanced Upstate Endodontics PA

Name: Advanced Upstate Endodontics PA — Advanced Upstate, Form 5500 (2024)
Creator: Advanced Upstate Endodontics PA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Advanced Upstate Endodontics PA Profit Sharing Plan

401(k) retirement plan · Advanced Upstate Endodontics PA's Advanced Upstate Endodontics PA Profit Sharing Plan held $1.7M in plan assets for 29 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

Michael Pfister signed Advanced Upstate Endodontics PA's 2024 Form 5500 as plan administrator.

Michael Pfister — 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

Advanced Upstate Endodontics PA's EIN is 45-3630757.

EIN 45-3630757

Plan number 001

Plan year 2024

ACK ID 20250925091749NAL0008357713001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Advanced Upstate Endodontics PA from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Advanced Upstate Endodontics PA's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ADVANCED UPSTATE ENDODONTICS PA.

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Plan health score

Above-average plan

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

Knocking points off