How big is Michael R Moreno DDS' plan?

Michael R Moreno DDS' plan reported $280K in assets and 1 participants for 2024.

Original filing (PDF)20250925134900NAL0019574002001

Michael R Moreno DDS

Name: Michael R Moreno DDS — Michael R Moreno DDS 401(k), Form 5500 (2024)
Creator: Michael R Moreno DDS
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Michael R Moreno DDS 401(k) Profit Sharing Plan

401(k) retirement plan · Michael R Moreno DDS' Michael R Moreno DDS 401(k) Profit Sharing Plan held $280K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$280K

Net assets (EOY)

$280K

Plan identifiers

Michael R Moreno DDS' EIN is 81-2415682.

EIN 81-2415682

Plan number 001

Plan year 2024

ACK ID 20250925134900NAL0019574002001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Michael R Moreno DDS from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Michael R Moreno DDS' plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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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

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 (99th percentile).

Plan sponsor

Name

MICHAEL R MORENO DDS

EIN

all filings

Address

17417 HILLSIDE DRIVE · LODI, CA · 95240

Phone

(209) 478-4050

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator