How big is William J. Perez, D.M.D.'s plan?

William J. Perez, D.M.D.'s plan reported $4.6M in assets and 6 participants for 2025.

Original filing (PDF)20260408112414NAL0013712050001

William J. Perez, D.M.D.

Name: William J. Perez, D.M.D. — William J. Perez, D.M.D., Form 5500 (2025)
Creator: William J. Perez, D.M.D.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

William J. Perez, D.M.D. 401(k) Plan

401(k) retirement plan · William J. Perez, D.M.D.'s William J. Perez, D.M.D. 401(k) Plan held $4.6M in plan assets for 6 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.6M

Net assets (EOY)

$4.6M

Plan identifiers

William J. Perez, D.M.D.'s EIN is 82-0522618.

EIN 82-0522618

Plan number 001

Plan year 2025

ACK ID 20260408112414NAL0013712050001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for William J. Perez, D.M.D. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

William J. Perez, D.M.D.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WILLIAM J. PEREZ, D.M.D..

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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