How big is Jose M. Perez DDS, P.C.'s plan?

Jose M. Perez DDS, P.C.'s plan reported $1.8M in assets and 4 participants for 2025.

Original filing (PDF)20260416162845NAL0012518355001

Jose M. Perez DDS, P.C.

Name: Jose M. Perez DDS, P.C. — Jose M. Perez DDS, P.C., Form 5500 (2025)
Creator: Jose M. Perez DDS, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jose M. Perez DDS, P.C. 401(k) Plan

401(k) retirement plan · Jose M. Perez DDS, P.C.'s Jose M. Perez DDS, P.C. 401(k) Plan held $1.8M in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Jose Perez signed Jose M. Perez DDS, P.C.'s 2025 Form 5500 as plan administrator.

Jose Perez — 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

Jose M. Perez DDS, P.C.'s EIN is 54-2122630.

EIN 54-2122630

Plan number 001

Plan year 2025

ACK ID 20260416162845NAL0012518355001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Jose M. Perez DDS, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Jose M. Perez DDS, P.C.'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 JOSE M. PEREZ DDS, P.C..

Finding similar companies…

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