How big is Geoffrey Mateo, DMD, LLC's plan?

Geoffrey Mateo, DMD, LLC's plan reported $1.5M in assets and 7 participants for 2024.

Original filing (PDF)20250822160603NAL0002655619001

Geoffrey Mateo, DMD, LLC

Name: Geoffrey Mateo, DMD, LLC — Geoffrey Mateo DMD 401(k), Form 5500 (2024)
Creator: Geoffrey Mateo, DMD, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Geoffrey Mateo DMD 401(k) Plan

401(k) retirement plan · Geoffrey Mateo, DMD, LLC's Geoffrey Mateo DMD 401(k) Plan held $1.5M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan identifiers

Geoffrey Mateo, DMD, LLC's EIN is 92-0729608.

EIN 92-0729608

Plan number 001

Plan year 2024

ACK ID 20250822160603NAL0002655619001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Geoffrey Mateo, DMD, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Geoffrey Mateo, DMD, LLC'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 GEOFFREY MATEO, DMD, LLC.

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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