How big is Taylor Truncali DDS PC's plan?

Taylor Truncali DDS PC's plan reported $355K in assets and 8 participants for 2024.

Original filing (PDF)20250717112604NAL0000302018001

Taylor Truncali DDS PC

Name: Taylor Truncali DDS PC — Taylor Truncali DDS PC, Form 5500 (2024)
Creator: Taylor Truncali DDS PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Taylor Truncali DDS PC 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Taylor Truncali DDS PC's Taylor Truncali DDS PC 401(k) Profit Sharing Plan and Trust held $355K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$355K

Net assets (EOY)

$355K

Plan identifiers

Taylor Truncali DDS PC's EIN is 86-2960552.

EIN 86-2960552

Plan number 001

Plan year 2024

ACK ID 20250717112604NAL0000302018001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Taylor Truncali DDS PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Taylor Truncali DDS PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

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