How big is Kimberly ANN Privitera, PC's plan?

Kimberly ANN Privitera, PC's plan reported $3.1M in assets and 10 participants for 2024.

Original filing (PDF)20250901123940NAL0023223280001

Kimberly ANN Privitera, PC

Name: Kimberly ANN Privitera, PC — Kimberly ANN Privitera, Form 5500 (2024)
Creator: Kimberly ANN Privitera, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kimberly ANN Privitera, PC 401(k) Plan

401(k) retirement plan · Kimberly ANN Privitera, PC's Kimberly ANN Privitera, PC 401(k) Plan held $3.1M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

People on this filing

KIM Privitera signed Kimberly ANN Privitera, PC's 2024 Form 5500 as plan administrator.

KIM Privitera — 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

Kimberly ANN Privitera, PC's EIN is 93-1264784.

EIN 93-1264784

Plan number 001

Plan year 2024

ACK ID 20250901123940NAL0023223280001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kimberly ANN Privitera, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kimberly ANN Privitera, PC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KIMBERLY ANN PRIVITERA, 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

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 (95th percentile).

Plan sponsor

Name

KIMBERLY ANN PRIVITERA, PC

EIN

all filings

Address

8029 SE WOODSTOCK BLVD. · PORTLAND, OR · 97206

Phone

(503) 774-1776

Industry

Health Care & Social Assistance

Plan administrator