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JAMES W TODD MD — MERRILL LYNCH CUST FBO JAMES W TODD RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251014144744NAL0003062369001
JAMES W TODD MD
Form 5500-SF
FILING_RECEIVED
MERRILL LYNCH CUST FBO JAMES W TODD RETIREMENT PLAN
Defined-contribution retirement plan
Active participants
1
Accounts w/ balance
1
Plan assets (EOY)
$2.1M
Net assets (EOY)
$2.1M
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
JAMES W TODD MD
.
Find decision makers
Plan sponsor
Name
JAMES W TODD MD
EIN
04-2600864
Address
2 APPIAN DRIVE · WELLESLEY, MA · 02481
Phone
(508) 259-2167
Industry
Offices of Physicians
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
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 providers
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Helping the score
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