How big is Davis Square Family Practice P's plan?

Davis Square Family Practice P's plan reported $3.0M in assets and 8 participants for 2025.

Original filing (PDF)20260505104745NAL0001182976001

Davis Square Family Practice P

Name: Davis Square Family Practice P — Davis Square Family, Form 5500 (2025)
Creator: Davis Square Family Practice P
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Davis Square Family Practice P 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Davis Square Family Practice P's Davis Square Family Practice P 401(k) Profit Sharing Plan & Trust held $3.0M in plan assets for 8 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

People on this filing

Anne M Roche signed Davis Square Family Practice P's 2025 Form 5500 as plan administrator.

Anne M Roche — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Davis Square Family Practice P's EIN is 04-3584262.

EIN 04-3584262

Plan number 001

Plan year 2025

ACK ID 20260505104745NAL0001182976001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Davis Square Family Practice P from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Davis Square Family Practice P's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DAVIS SQUARE FAMILY PRACTICE P.

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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 (98th percentile).

Plan sponsor

Name

DAVIS SQUARE FAMILY PRACTICE P

EIN

all filings

Address

255 ELM ST STE 301 · SOMERVILLE, MA · 021442947

Phone

(617) 666-9577

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator