Back to filter
Original filing (PDF)20250603133543NAL0018437440001
PERIO INC.
Form 5500-SF
FILING_RECEIVED
PERIO INC. RETIREMENT PLAN
401(k) retirement plan
Active participants
22
Accounts w/ balance
23
Plan assets (EOY)
$2.6M
Net assets (EOY)
$2.6M
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
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PERIO INC..
Plan sponsor
Name
PERIO INC.
EIN
05-0350072
Address
67 JEFFERSON BLVD · WARWICK, RI · 028881053
Phone
(401) 781-2742
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
2025-06-03
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
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 providersRelated plans
Similar-size Offices of Dentists plans
JEFFREY A. WELLER, D.D.S., PC
JEFFREY A. WELLER D.D.S., PC 401(K) PLAN
$2.6M · 10 participants
HASTINGS DENTAL CLINIC
HASTINGS DENTAL CLINIC 401(K) PLAN
$2.6M · 17 participants
W. WAYNE NEWELL, DDS
W. WAYNE NEWELL, DDS, PLLC. 401(K) PROFIT SHARING PLAN
$2.6M · 6 participants
DORMOIS & FUSON PLLC
PEDIATRIC DENTAL GROUP PROFIT SHARING PLAN
$2.6M · 46 participants
KARYN A. GIESE, DDS, PC
KARYN A. GIESE, DDS, PC EMPLOYEES PROFIT SHARING PLAN
$2.6M · 5 participants
S. MARK RAYBURG, D.M.D., INC.
S. MARK RAYBURG, D.M.D., INC. PROFIT SHARING PLAN
$2.6M · 2 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