How big is Eric Engert, DMD, MSD's plan?

Eric Engert, DMD, MSD's plan reported $737K in assets and 4 participants for 2024.

Original filing (PDF)20251006083653NAL0003375793001

Eric Engert, DMD, MSD

Name: Eric Engert, DMD, MSD — Eric Engert, DMD, MSD 401(k), Form 5500 (2024)
Creator: Eric Engert, DMD, MSD
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Eric Engert, DMD, MSD 401(k) Plan

401(k) retirement plan · Eric Engert, DMD, MSD's Eric Engert, DMD, MSD 401(k) Plan held $737K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$737K

Net assets (EOY)

$737K

People on this filing

Eric Engert signed Eric Engert, DMD, MSD's 2024 Form 5500 as plan administrator.

Eric Engert — 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

Eric Engert, DMD, MSD's EIN is 93-0965556.

EIN 93-0965556

Plan number 004

Plan year 2024

ACK ID 20251006083653NAL0003375793001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Eric Engert, DMD, MSD from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Eric Engert, DMD, MSD's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ERIC ENGERT, DMD, MSD.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (91st percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

ERIC ENGERT, DMD, MSD

EIN

all filings

Address

52 ALTA VISTA AVE · SAN ANSELMO, CA · 94960

Phone

(415) 309-7844

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator