Back to filter
Original filing (PDF)20250205122103NAL0010242033001
THOMAS R. CARROLL D.M.D. PC
Form 5500-SF
FILING_RECEIVED
THOMAS R. CARROLL D.M.D. PC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
14
Accounts w/ balance
11
Plan assets (EOY)
$1.7M
Net assets (EOY)
$1.7M
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 THOMAS R. CARROLL D.M.D. PC.
Plan sponsor
Name
THOMAS R. CARROLL D.M.D. PC
EIN
04-2628600
Address
32 SOUTH MAIN STREET · TOPSFIELD, MA · 01983
Phone
(978) 887-2827
Industry
Offices of Dentists· Health Care & Social Assistancesee 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
2025-02-05
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
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 providersRelated plans
Similar-size Offices of Dentists plans
AIKEN DENTAL ASSOCIATES, P.C.
AIKEN DENTAL ASSOCIATES, P.C. PROFIT SHARING PLAN AND TRUST
$1.7M · 8 participants
DENTAL WELLNESS AND HEALTH, P.C.
DENTAL WELLNESS AND HEALTH, P.C. PROFIT SHARING PLAN
$1.7M · 4 participants
HAMILTON DENTAL ASSOCIATES, P.A.
HAMILTON DENTAL ASSOCIATES, P.A. ASSOCIATE DENTISTS 401(K) SAVINGS PLAN
$1.7M · 10 participants
MISSISSIPPI VALLEY ORAL AND MAXILLOFACIAL SURGERY, P.C.
MISSISSIPPI VALLEY ORAL AND MAXILLOFACIAL SURGERY, P.C. CASH BALANCE PENSION PLAN II
$1.7M · 11 participants
AUSTIN R. SMITH, DDS, P.S.
AUSTIN R. SMITH, DDS, P.S. RETIREMENT PLAN
$1.7M · 4 participants
LELAND C. WILHOITE, DDS, PC
LELAND C. WILHOITE, DDS, PC CASH BALANCE PLAN
$1.7M
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B