Back to filter
Original filing (PDF)20250715092131NAL0001466227001
ROBERT A. CARRELLAS, M.D., P.C.
Form 5500-SF
FILING_RECEIVED
ROBERT A. CARRELLAS, M.D., P.C. 401K PROFIT SHARING PLAN
401(k) retirement plan
Active participants
4
Accounts w/ balance
4
Plan assets (EOY)
$3.3M
Net assets (EOY)
$3.3M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROBERT A. CARRELLAS, M.D., P.C..
Plan sponsor
Name
ROBERT A. CARRELLAS, M.D., P.C.
EIN
01-0772934
Address
700 AQUIDNECK AVENUE · BUILDING A UNIT 1 · MIDDLETOWN, RI · 028425696
Phone
(401) 847-9955
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Name
ROBERT A. CARRELLAS, M.D., P.C.
EIN
01-0772934
City
MIDDLETOWN, RI
Phone
(401) 847-9955
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Offices of Physicians plans
RIVERVIEW ENT CTR OF CENTRAL OHIO, INC.
RIVERVIEW ENT CTR OF CENTRAL OHIO, INC. 401(K) PROFIT SHARING PLAN
$3.3M · 7 participants
ASPEN MEDICAL GROUP, INC.
ASPEN MEDICAL GROUP, INC. CASH BALANCE PLAN
$3.3M · 28 participants
YOAV BARNAVON, M.D., P.A.
YOAV BARNAVON, M.D., P.A. 401(K) PROFIT SHARING PLAN
$3.3M · 7 participants
YAVAPAI CARDIAC SURGERY, PC
YAVAPAI CARDIAC SURGERY, PC 401(K) PROFIT SHARING PLAN
$3.3M · 7 participants
ALFRED L HURWITZ M.D., A MEDICAL CORPORATION
ALFRED L HURWITZ, M.D., A MEDICAL CORPORATION 401(K) PLAN
$3.3M · 4 participants
THROGS NECK MEDICAL SERVICES, P.C.
THROGS NECK MEDICAL SERVICES, P.C. 401(K) PROFIT SHARING PLAN
$3.3M · 5 participants
Large plans in Rhode Island
CVS HEALTH CORPORATION
CVS HEALTH FUTURE FUND 401(K) PLAN
$30.1B · 313,966 participants
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA PENSION PLAN
$19.0B · 51,062 participants
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS US BOND INDEX COMMINGLED POOL
$11.9B
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS FIDELITY FREEDOM INDEX 2035 COMMINGLED POOL
$11.3B
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS FIDELITY FREEDOM INDEX 2040 COMMINGLED POOL
$11.2B
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS FIDELITY FREEDOM BLEND 2030 COMMINGLED POOL
$11.1B