How big is Roberta Cerveny DDS, Inc.'s plan?

Roberta Cerveny DDS, Inc.'s plan reported $541K in assets and 8 participants for 2024.

Original filing (PDF)20250718134604NAL0002819824001

Roberta Cerveny DDS, Inc.

Name: Roberta Cerveny DDS, Inc. — Roberta Cerveny DDS, Form 5500 (2024)
Creator: Roberta Cerveny DDS, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Roberta Cerveny DDS, Inc. 401(k) Plan

401(k) retirement plan · Roberta Cerveny DDS, Inc.'s Roberta Cerveny DDS, Inc. 401(k) Plan held $541K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$541K

Net assets (EOY)

$541K

People on this filing

Marcus Bowie signed Roberta Cerveny DDS, Inc.'s 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Roberta Cerveny DDS, Inc.'s EIN is 95-3637875.

EIN 95-3637875

Plan number 001

Plan year 2024

ACK ID 20250718134604NAL0002819824001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Roberta Cerveny DDS, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Roberta Cerveny DDS, Inc.'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 ROBERTA CERVENY DDS, INC..

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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

Knocking points off