How big is Rafael A. Perez, D.D.S., P.C.'s plan?

Rafael A. Perez, D.D.S., P.C.'s plan reported $2.6M in assets and 12 participants for 2024.

Original filing (PDF)20250610091206NAL0012975571001

Rafael A. Perez, D.D.S., P.C.

Name: Rafael A. Perez, D.D.S., P.C. — Stone Lake Dental, Form 5500 (2024)
Creator: Rafael A. Perez, D.D.S., P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stone Lake Dental Retirement Plan & Trust

401(k) retirement plan · Rafael A. Perez, D.D.S., P.C.'s Stone Lake Dental Retirement Plan & Trust held $2.6M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

People on this filing

Dr. Rafael Perez signed Rafael A. Perez, D.D.S., P.C.'s 2024 Form 5500 as plan administrator.

Dr. Rafael 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

Rafael A. Perez, D.D.S., P.C.'s EIN is 75-2741915.

EIN 75-2741915

Plan number 001

Plan year 2024

ACK ID 20250610091206NAL0012975571001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Rafael A. Perez, D.D.S., P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Rafael A. Perez, D.D.S., P.C.'s plan includes a 401(k) feature, a default investment (QDIA), profit-sharing, 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 RAFAEL A. PEREZ, D.D.S., P.C..

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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