How big is William E. Marchi, DDS, MSD's plan?

William E. Marchi, DDS, MSD's plan reported $474K in assets and 4 participants for 2024.

Original filing (PDF)20250627155926NAL0005414675001

William E. Marchi, DDS, MSD

Name: William E. Marchi, DDS, MSD — William E. Marchi, Form 5500 (2024)
Creator: William E. Marchi, DDS, MSD
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

William E. Marchi, DDS, MSD 401(k) Plan

401(k) retirement plan · William E. Marchi, DDS, MSD's William E. Marchi, DDS, MSD 401(k) Plan held $474K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$474K

Net assets (EOY)

$474K

People on this filing

William Marchi, DDS, MSD signed William E. Marchi, DDS, MSD's 2024 Form 5500 as plan administrator.

William Marchi, DDS, MSD — 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

William E. Marchi, DDS, MSD's EIN is 59-3294416.

EIN 59-3294416

Plan number 001

Plan year 2024

ACK ID 20250627155926NAL0005414675001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for William E. Marchi, DDS, MSD from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

William E. Marchi, DDS, MSD's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WILLIAM E. MARCHI, DDS, MSD.

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

WILLIAM E. MARCHI, DDS, MSD

EIN

all filings

Address

6107 TIPPIN AVENUE · PENSACOLA, FL · 32504

Phone

(850) 477-1814

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator