How big is Bernadette Santos, M.D., P.A.'s plan?

Bernadette Santos, M.D., P.A.'s plan reported $1.7M in assets and 3 participants for 2024.

Original filing (PDF)20250909125825NAL0034137744001

Bernadette Santos, M.D., P.A.

Name: Bernadette Santos, M.D., P.A. — Bernadette Santos, Form 5500 (2024)
Creator: Bernadette Santos, M.D., P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bernadette Santos, M.D., P.A. 401(k) Plan

401(k) retirement plan · Bernadette Santos, M.D., P.A.'s Bernadette Santos, M.D., P.A. 401(k) Plan held $1.7M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan identifiers

Bernadette Santos, M.D., P.A.'s EIN is 46-1133252.

EIN 46-1133252

Plan number 001

Plan year 2024

ACK ID 20250909125825NAL0034137744001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bernadette Santos, M.D., P.A. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bernadette Santos, M.D., P.A.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

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