Original filing (PDF)20250703143300NAL0001638770001

GUIA-LAMBERTI ASSOCIATES PLLC

Name: GUIA-LAMBERTI ASSOCIATES PLLC — CREATIVE ORTHODONTIC ASSOCIATES PROFIT SHARING PLAN, Form 5500 (2024)
Creator: GUIA-LAMBERTI ASSOCIATES PLLC

Form 5500-SF

FILING_RECEIVED

CREATIVE ORTHODONTIC ASSOCIATES PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$385K

Net assets (EOY)

$385K

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 (96th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GUIA-LAMBERTI ASSOCIATES PLLC.

Plan sponsor

Name

GUIA-LAMBERTI ASSOCIATES PLLC

EIN

83-2346850all filings

Address

9580 SW 107TH AVE. · STE 104 · MIAMI, FL · 331762792

Phone

(305) 598-1902

Industry