Original filing (PDF)20251013122645NAL0000592275001

A. GOODFRIEND, G. SCHERMER, AND G. COSTA, D.M.D., P.A

Name: A. GOODFRIEND, G. SCHERMER, AND G. COSTA, D.M.D., P.A — GUIDO E. COSTA, DMD, MS 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: A. GOODFRIEND, G. SCHERMER, AND G. COSTA, D.M.D., P.A

Form 5500-SF

FILING_RECEIVED

GUIDO E. COSTA, DMD, MS 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.5M

Net assets (EOY)

$4.5M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for A. GOODFRIEND, G. SCHERMER, AND G. COSTA, D.M.D., P.A.

Plan sponsor

Name

A. GOODFRIEND, G. SCHERMER, AND G. COSTA, D.M.D., P.A

EIN

52-1135816

Address

7905 MALCOLM ROAD · SUITE 300 · CLINTON, MD · 20735

Phone

(301) 868-5500

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

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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