How big is Steven A. Nerad, D.M.D, PC's plan?

Steven A. Nerad, D.M.D, PC's plan reported $4.5M in assets and 2 participants for 2024.

Original filing (PDF)20250710171406NAL0005751873001

Steven A. Nerad, D.M.D, PC

Name: Steven A. Nerad, D.M.D, PC — Steven A. Nerad DMD PC, Form 5500 (2024)
Creator: Steven A. Nerad, D.M.D, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Steven A. Nerad DMD PC Profit Sharing Plan

401(k) retirement plan · Steven A. Nerad, D.M.D, PC's Steven A. Nerad DMD PC Profit Sharing Plan held $4.5M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.5M

Net assets (EOY)

$4.5M

People on this filing

Steven A. Nerad, D.M.D, PC signed Steven A. Nerad, D.M.D, PC's 2024 Form 5500 as plan administrator.

Steven A. Nerad, D.M.D, PC — 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

Steven A. Nerad, D.M.D, PC's EIN is 94-3405430.

EIN 94-3405430

Plan number 001

Plan year 2024

ACK ID 20250710171406NAL0005751873001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Steven A. Nerad, D.M.D, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Steven A. Nerad, D.M.D, PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STEVEN A. NERAD, D.M.D, 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 average account balance (97th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

STEVEN A. NERAD, D.M.D, PC

EIN

all filings

Address

1024 SERPENTINE LN STE 107 · PLEASANTON, CA · 945664716

Phone

(925) 846-3336

Industry

Agriculture, Forestry, Fishing, Hunting

Plan administrator