How big is Brett David Juliano, DMD, PA's plan?

Brett David Juliano, DMD, PA's plan reported $1.5M in assets and 5 participants for 2024.

Original filing (PDF)20260121183818NAL0003789313001

Brett David Juliano, DMD, PA

Name: Brett David Juliano, DMD, PA — Brett David Juliano, Form 5500 (2024)
Creator: Brett David Juliano, DMD, PA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Brett David Juliano, DMD, PA 401(k) Plan

401(k) retirement plan · Brett David Juliano, DMD, PA's Brett David Juliano, DMD, PA 401(k) Plan held $1.5M in plan assets for 5 participants in 2024.

Signals · 1

Late filing · 2.2 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan identifiers

Brett David Juliano, DMD, PA's EIN is 65-0725757.

EIN 65-0725757

Plan number 001

Plan year 2024

ACK ID 20260121183818NAL0003789313001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Brett David Juliano, DMD, PA from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Brett David Juliano, DMD, PA's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BRETT DAVID JULIANO, DMD, PA.

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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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off