Original filing (PDF)20250721122018NAL0001889680001

UNIVERSITY ORAL AND MAXILLOFACIAL SURGERY ASSOC., LTD.

Name: UNIVERSITY ORAL AND MAXILLOFACIAL SURGERY ASSOC., LTD. — UNIVERSITY ORAL & MAXILLOFACIAL SURGERY ASSOCIATES, LTD. 401K PROFIT SHARING PLAN, Form 5500 (2024)
Creator: UNIVERSITY ORAL AND MAXILLOFACIAL SURGERY ASSOC., LTD.

Form 5500-SF

FILING_RECEIVED

UNIVERSITY ORAL & MAXILLOFACIAL SURGERY ASSOCIATES, LTD. 401K PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNIVERSITY ORAL AND MAXILLOFACIAL SURGERY ASSOC., LTD..

Plan sponsor

Name

UNIVERSITY ORAL AND MAXILLOFACIAL SURGERY ASSOC., LTD.

EIN

05-0343006

Address

1370 SOUTH COUNTY TRAIL · EAST GREENWICH, RI · 02818

Phone

(401) 885-8575

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-21

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

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