· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
LIGHT & CONFORTI, DMDS, LLC — 189 WATERMAN STREET TRUST 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250411073219NAL0035676768001
LIGHT & CONFORTI, DMDS, LLC
Form 5500-SF
FILING_RECEIVED
189 WATERMAN STREET TRUST 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
11
Accounts w/ balance
16
Plan assets (EOY)
$2.3M
Net assets (EOY)
$2.3M
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
LIGHT & CONFORTI, DMDS, LLC
.
Find decision makers
Plan sponsor
Name
LIGHT & CONFORTI, DMDS, LLC
EIN
05-0444974
Address
189 WATERMAN STREET · PROVIDENCE, RI · 029064014
Phone
(401) 351-0072
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
2025-04-11
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
2K · 401(m) arrangement
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Dentists plans
COLOMBO DENTAL ASSOCIATES, LLP VICTORIA COLOMBO
FRED J. COLOMBO, D.D.S. PROFIT SHARING PLAN
$2.3M · 4 participants
JOSEPH S. THOMPSON, DDS, PC
JOSEPH S. THOMPSON, DDS, PC 401(K) P/S PLAN
$2.3M · 3 participants
RANDAL W. ELLIS, DMD, PLLC
ELLIS DENTISTRY PROFIT SHARING PLAN
$2.3M · 8 participants
BARRETT BARTELL, D.D.S., P.A.
BARRETT BARTELL, D.D.S., P.A. 401(K) PROFIT SHARING PLAN
$2.3M · 7 participants
SEA OF SMILES PLLC
SEA OF SMILES RETIREMENT PLAN & TRUST
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$2.3M · 31 participants
ADULT & PEDIATRIC ORTHODONTICS, P.A.
ADULT & PEDIATRIC ORTHODONTICS, P.A. 401(K) PROFIT SHARING PLAN
$2.3M · 5 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
