· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
UNIVERSITY OTOLARYNGOLOGY HEAD AND NECK SURGERY INC. — UNIVERSITY OTOLARYNGOLOGY HEAD AND NECK SURGERY INC. PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250519181906NAL0001339059001
UNIVERSITY OTOLARYNGOLOGY HEAD AND NECK SURGERY INC.
Form 5500-SF
FILING_RECEIVED
UNIVERSITY OTOLARYNGOLOGY HEAD AND NECK SURGERY INC. PROFIT SHARING PLAN
401(k) retirement plan
Active participants
40
Accounts w/ balance
65
Plan assets (EOY)
$8.7M
Net assets (EOY)
$8.7M
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
UNIVERSITY OTOLARYNGOLOGY HEAD AND NECK SURGERY INC.
.
Find decision makers
Plan sponsor
Name
UNIVERSITY OTOLARYNGOLOGY HEAD AND NECK SURGERY INC.
EIN
05-0319479
Address
1351 SOUTH COUNTY TRAIL · BUILDING 3 SUITE 304 · EAST GREENWICH, RI · 02818
Phone
(401) 274-2300
Industry
Offices of Physicians
· 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
2025-05-19
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
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)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Physicians plans
HSUSHI YEH, M.D., P.S.
HSUSHI YEH, M.D., P.S. PROFIT SHARING RETIREMENT PLAN
$8.7M · 8 participants
COASTAL BEND CANCER CENTER
COASTAL BEND CANCER CENTER 401 (K) PLAN
$8.7M · 43 participants
SAN DIEGO ORTHOPAEDIC ASSOCIATES MEDICAL GROUP, INC.
SAN DIEGO ORTHOPAEDIC ASSOCIATES MEDICAL GROUP, INC. 401(K) PLAN
$8.7M
CENLA FAMILY MEDICINE ASSOC., LLC
CENLA FAMILY MEDICINE ASSOCIATES, LLC 401(K) PLAN
$8.7M · 78 participants
LIBERTY MANAGEMENT SERVICES, LLC
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
LIBERTY MANAGEMENT SERVICES, LLC DEFERRED PROFIT SHARING PLAN AND TRUST
$8.7M · 8 participants
RANDOLPH DERMATOLOGY & MOHS MICROGRAPHIC SURGERY LLC
RANDOLPH DERMATOLOGY PROFIT SHARING PLAN
$8.7M · 6 participants
Large plans in Rhode Island
CVS HEALTH CORPORATION
CVS HEALTH FUTURE FUND 401(K) PLAN
$30.1B · 313,966 participants
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA PENSION PLAN
$19.0B · 51,062 participants
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS US BOND INDEX COMMINGLED POOL
$11.9B
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS FIDELITY FREEDOM INDEX 2035 COMMINGLED POOL
$11.3B
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS FIDELITY FREEDOM INDEX 2040 COMMINGLED POOL
$11.2B
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS FIDELITY FREEDOM BLEND 2030 COMMINGLED POOL
$11.1B