Original filing (PDF)20250715093940NAL0001946145001

FAILLA AND DEFRANCESCO FAMILY DENTISTRY, LLC

Name: FAILLA AND DEFRANCESCO FAMILY DENTISTRY, LLC — FAILLA AND DEFRANCESCO FAMILY 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: FAILLA AND DEFRANCESCO FAMILY DENTISTRY, LLC

Form 5500

FILING_RECEIVED

FAILLA AND DEFRANCESCO FAMILY 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

—

Net assets (EOY)

—

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FAILLA AND DEFRANCESCO FAMILY DENTISTRY, LLC.

Plan sponsor

Name

FAILLA AND DEFRANCESCO FAMILY DENTISTRY, LLC

EIN

04-3542900

Address

976 MAIN STREET · WALTHAM, MA · 02451

Phone

(781) 894-3143

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

2025-07-15

Pension benefit codes

2A · Age/service weighted or new comparability

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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)

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $1.8M

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

			% of plan
FUTUREFUNDS SERIES ACC II OF GREAT EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 003	Pooled Separate Account	$1.8M	100.0%

1–1 of 1

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