How big is Roberto Sozzi MD PC's plan?

Roberto Sozzi MD PC's plan reported $130K in assets and 1 participants for 2024.

Original filing (PDF)20250630122224NAL0027509730001

Roberto Sozzi MD PC

Name: Roberto Sozzi MD PC — Roberto Sozzi MD PC 401(k), Form 5500 (2024)
Creator: Roberto Sozzi MD PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Roberto Sozzi MD PC 401(k) Plan

401(k) retirement plan · Roberto Sozzi MD PC's Roberto Sozzi MD PC 401(k) Plan held $130K in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$130K

Net assets (EOY)

$130K

People on this filing

Shirley Horner signed Roberto Sozzi MD PC's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Roberto Sozzi MD PC's EIN is 82-3756824.

EIN 82-3756824

Plan number 001

Plan year 2024

ACK ID 20250630122224NAL0027509730001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Roberto Sozzi MD PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Roberto Sozzi MD PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROBERTO SOZZI MD PC.

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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