Original filing (PDF)20250627155926NAL0005414675001

WILLIAM E. MARCHI, DDS, MSD

Name: WILLIAM E. MARCHI, DDS, MSD — WILLIAM E. MARCHI, DDS, MSD 401(K) PLAN, Form 5500 (2024)
Creator: WILLIAM E. MARCHI, DDS, MSD

Form 5500-SF

FILING_RECEIVED

WILLIAM E. MARCHI, DDS, MSD 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$474K

Net assets (EOY)

$474K

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).

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.

Plan sponsor

Name

WILLIAM E. MARCHI, DDS, MSD

EIN

59-3294416all filings

Address

6107 TIPPIN AVENUE · PENSACOLA, FL · 32504

Phone

(850) 477-1814

Industry