· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
ROBERT J. VARONE, DDS, LTD. — ROBERT J. VARONE, DDS, LTD. RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250429125657NAL0000314195001
ROBERT J. VARONE, DDS, LTD.
Form 5500-SF
FILING_RECEIVED
ROBERT J. VARONE, DDS, LTD. RETIREMENT PLAN
Defined-contribution retirement plan
Active participants
6
Accounts w/ balance
7
Plan assets (EOY)
$1.6M
Net assets (EOY)
$1.6M
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ROBERT J. VARONE, DDS, LTD.
.
Find decision makers
Plan sponsor
Name
ROBERT J. VARONE, DDS, LTD.
EIN
05-0466221
Address
615 JEFFERSON BLVD. · WARWICK, RI · 02886
Phone
(401) 398-0553
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
2025-04-29
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Dentists plans
DONALD E. LARSON DMD, P.C.
DON LARSON DMD 401(K) PLAN
$1.6M · 15 participants
EMILY SHACKELTON, DDS, PS
WEDGWOOD DENTAL CENTER 401(K) PLAN
$1.6M · 5 participants
MICHAEL P. GURKLIS D.M.D., P.A.
MICHAEL P. GURKLIS, D.M.D., P.A. 401(K) PLAN
$1.6M · 5 participants
NEIL CARMONY, D.D.S
DR. NEIL CARMONY, D.D.S 401(K) PLAN
$1.6M · 11 participants
ALLEN ORTHODONTICS LLC
ALLEN ORTHODONTICS LLC 401(K) PROFIT SHARING PLAN & TRUST
$1.6M · 8 participants
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.
Small plan (5500-SF) — Schedule H data not available.
HEARTLAND FAMILY DENTISTRY
HEARTLAND FAMILY DENTISTRY 401(K) PLAN
$1.6M · 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