· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
DENTAL SURGEONS OF FALL RIVER, P.C. — DENTAL SURGEONS OF FALL RIVER, P.C. 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250929062125NAL0010957073001
DENTAL SURGEONS OF FALL RIVER, P.C.
Form 5500-SF
FILING_RECEIVED
DENTAL SURGEONS OF FALL RIVER, P.C. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
13
Accounts w/ balance
29
Plan assets (EOY)
$5.2M
Net assets (EOY)
$5.2M
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
DENTAL SURGEONS OF FALL RIVER, P.C.
.
Find decision makers
Plan sponsor
Name
DENTAL SURGEONS OF FALL RIVER, P.C.
EIN
04-3545641
Address
180 ELLSBREE STREET · FALL RIVER, MA · 027207212
Phone
(508) 672-1069
Industry
Offices of Dentists
· 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
2025-09-29
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
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
Related plans
Similar-size Offices of Dentists plans
LC ENDODONTICS PLLC
LC ENDODONTICS PLLC CASH BALANCE PLAN
$5.2M · 12 participants
AFFILIATES IN ORAL & MAXILLOFACIAL SURGERY, LTD.
AFFILIATES IN ORAL & MAXILLOFACIAL SURGERY, LTD. 401(K) PLAN
$5.2M · 17 participants
GREATER BALTIMORE PROSTHODONTICS, P.A.
GREATER BALTIMORE PROSTHODONTICS, P.A. 401(K) PROFIT SHARING PLAN
$5.2M · 19 participants
MICHAEL TOBIAN, D.D.S.
MICHAEL TOBIAN, D.D.S. PROFIT SHARING PLAN
$5.2M · 8 participants
COGHLAN ORTHODONTICS, P.C.
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.
COGHLAN ORTHODONTICS, P.C. RETIREMENT PLAN
$5.2M · 11 participants
TEMPLE & MORRISON, LLC
TEMPLE & MORRISON, LLC 401(K) PROFIT SHARING PLAN
$5.2M · 8 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
