How big is Steven R. Xerri, D.D.S.'s plan?

Steven R. Xerri, D.D.S.'s plan reported $602K in assets and 11 participants for 2024.

Original filing (PDF)20250529152233NAL0013740080001

Steven R. Xerri, D.D.S.

Name: Steven R. Xerri, D.D.S. — Steven R. Xerri, D.D.S., Form 5500 (2024)
Creator: Steven R. Xerri, D.D.S.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Steven R. Xerri, D.D.S. 401(k) Plan

401(k) retirement plan · Steven R. Xerri, D.D.S.'s Steven R. Xerri, D.D.S. 401(k) Plan held $602K in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$602K

Net assets (EOY)

$602K

People on this filing

Roberta Cummings signed Steven R. Xerri, D.D.S.'s 2024 Form 5500 as plan administrator.

Roberta Cummings — 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

Steven R. Xerri, D.D.S.'s EIN is 81-4929574.

EIN 81-4929574

Plan number 001

Plan year 2024

ACK ID 20250529152233NAL0013740080001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Steven R. Xerri, D.D.S. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Steven R. Xerri, D.D.S.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STEVEN R. XERRI, D.D.S..

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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