Original filing (PDF)20250923180727NAL0007263392001

CHARLES H. MARGIOTTA, D.D.S.

Name: CHARLES H. MARGIOTTA, D.D.S. — CHARLES H. MARGIOTTA, D.D.S. PROFIT SHARING 401(K) PLAN, Form 5500 (2024)
Creator: CHARLES H. MARGIOTTA, D.D.S.

Form 5500-SF

FILING_RECEIVED

CHARLES H. MARGIOTTA, D.D.S. PROFIT SHARING 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHARLES H. MARGIOTTA, D.D.S..

Plan sponsor

Name

CHARLES H. MARGIOTTA, D.D.S.

EIN