· 2022–2024 · DOL EFAST2

Bassan & Bloom, M.D.S., P.L. — Bassan & Bloom, Form 5500 (2024)

Original filing (PDF)20251014143547NAL0001555155001

Bassan & Bloom, M.D.S., P.L.

Form 5500-SF

FILING_RECEIVED

Bassan & Bloom, M.D.S., P.L. 401(k) Plan

401(k) retirement plan · Bassan & Bloom, M.D.S., P.L.'s Bassan & Bloom, M.D.S., P.L. 401(k) Plan held $2.2M in plan assets for 11 participants in 2024.

Active participants

11

Accounts w/ balance

8

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

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

59

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (14th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BASSAN & BLOOM, M.D.S., P.L..

Plan sponsor

Name

BASSAN & BLOOM, M.D.S., P.L.

EIN

65-1067496all filings

Address

4302 ALTON ROAD · SUITE 850 · MIAMI, FL · 33140

Phone

(305) 532-2999

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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