· 2022–2024 · DOL EFAST2

ALDO Sordelli DDS MSD PA — ALDO Sordelli DDS MSD PA, Form 5500 (2023)

Original filing (PDF)20240926140500NAL0001487570001

ALDO Sordelli DDS MSD PA

Form 5500-SF

FILING_RECEIVED

ALDO Sordelli DDS MSD PA 401(k) Profit Sharing Plan

401(k) retirement plan · ALDO Sordelli DDS MSD PA's ALDO Sordelli DDS MSD PA 401(k) Profit Sharing Plan held $1.3M in plan assets for 7 participants in 2023.

Active participants

7

Accounts w/ balance

5

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

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

58

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (12th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ALDO SORDELLI DDS MSD PA.

Plan sponsor

Name

ALDO SORDELLI DDS MSD PA

EIN

82-0571866all filings

Address

1035 DAIRY ASHFORD · SUITE 234 · HOUSTON, TX · 77079

Phone

(281) 759-2929

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-09-26

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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