Back to filter
Original filing (PDF)20250926103548NAL0003952323001
SIOBHAN M. SHEEHAN, D.D.S. M.S.
Form 5500-SF
FILING_RECEIVED
SIOBHAN M. SHEEHAN, D.D.S. M.S., P.C. 401(K) PLAN
401(k) retirement plan
Active participants
4
Accounts w/ balance
4
Plan assets (EOY)
$2.9M
Net assets (EOY)
$2.9M
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 SIOBHAN M. SHEEHAN, D.D.S. M.S..
Plan sponsor
Name
SIOBHAN M. SHEEHAN, D.D.S. M.S.
EIN
04-3530890
Address
1510 TREMONT STREET · DUXBURY, MA · 02332
Phone
(781) 934-5018
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Name
SIOBHAN M. SHEEHAN, D.D.S. M.S.
EIN
04-3530890
City
DUXBURY, MA
Phone
(781) 934-5018
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-26
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
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
LAKESHORE GASTROENTEROLOGY AND LIVER DISEASE INSTITUTE, S.C.
LAKESHORE GASTROENTEROLOGY AND LIVER DISEASE INSTITUTE, S.C. 401(K) PLAN
$2.9M · 17 participants
DREW MEDICAL ASSOCIATES, P.A.
DREW MEDICAL ASSOCIATES, PA 401K PSP
$2.9M · 4 participants
SEQUOIA RADIATION ONCOLOGY MEDICAL ASSOCIATES, INC.
SEQUOIA RADIATION ONCOLOGY MEDICAL ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN
$2.9M · 5 participants
RAJEEV KRISHAN, M.D. A PROFESSIONAL CORP.
RAJEEV KRISHAN, M.D. A PROFESSIONAL CORPORATION 401(K) PLAN
$2.9M · 7 participants
RICHARD E. MARTIN, M.D.
MARTIN CLINIC, PLLC 401(K) PLAN
$2.9M · 7 participants
GOTTLIEB MA LLC
GOTTLIEB MA LLC 401(K) PLAN
$2.9M · 15 participants
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