How big is Royeen Nesari DDS Inc.'s plan?

Royeen Nesari DDS Inc.'s plan reported $899K in assets and 5 participants for 2024.

Original filing (PDF)20251002124918NAL0000814576001

Royeen Nesari DDS Inc.

Name: Royeen Nesari DDS Inc. — RN DDS 401(k) Plan, Form 5500 (2024)
Creator: Royeen Nesari DDS Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

RN DDS 401(k) Plan

401(k) retirement plan · Royeen Nesari DDS Inc.'s RN DDS 401(k) Plan held $899K in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$899K

Net assets (EOY)

$899K

People on this filing

JUDY WU signed Royeen Nesari DDS Inc.'s 2024 Form 5500 as plan administrator.

JUDY WU — 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

Royeen Nesari DDS Inc.'s EIN is 47-1128804.

EIN 47-1128804

Plan number 001

Plan year 2024

ACK ID 20251002124918NAL0000814576001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Royeen Nesari DDS Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Royeen Nesari DDS Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (92nd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

ROYEEN NESARI DDS INC

EIN

all filings

Address

2480 MISSION STREET, SUITE 333 · SAN FRANCISCO, CA · 94110

Phone

(415) 970-0223

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator