· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
JASON ROGER IZZI DMD — JASON IZZI DMD PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250929082926NAL0004912499001
JASON ROGER IZZI DMD
Form 5500-SF
FILING_RECEIVED
JASON IZZI DMD PROFIT SHARING PLAN
401(k) retirement plan
Active participants
4
Accounts w/ balance
5
Plan assets (EOY)
$2.1M
Net assets (EOY)
$2.1M
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
JASON ROGER IZZI DMD
.
Find decision makers
Plan sponsor
Name
JASON ROGER IZZI DMD
EIN
05-0499235
Address
1351 SMITH STREET · NORTH PROVIDENCE, RI · 029113340
Phone
(401) 354-8444
Industry
Offices of Dentists
· Health Care & Social Assistance
see all
Plan administrator
Name
JASON ROGER IZZI DMD
EIN
05-0499235
City
NORTH PROVIDENCE, RI
Phone
(401) 354-8444
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-29
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
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 providers
Related plans
Similar-size Offices of Dentists plans
RANDOLPH DENTAL ASSOCIATES, LLC
RANDOLPH DENTAL ASSOCIATES 401(K) PLAN
$2.1M · 7 participants
STEVEN L. ATLAS, D.M.D., P.C.
CHESTER COUNTY PERIODONTAL AND DENTAL IMPLANT ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN
$2.1M · 2 participants
DR. PATRICK GARCIA DBA EAST HIGHLAND DENTISTRY
DR. PATRICK GARCIA 401(K) PROFIT SHARING PLAN
$2.1M · 4 participants
MALA A. BRITTO, DDS PC
MALA A. BRITTO, DDS PC 401(K) PROFIT SHARING PLAN
$2.1M · 10 participants
CHAD E STEPHENSON,DDS. PC DBA JUNIPER DENTAL
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.
JUNIPER DENTAL 401(K) PLAN
$2.1M · 8 participants
JOHN A. MADDOX, DMD, LLC
JOHN A. MADDOX, DMD, LLC 401(K) PROFIT SHARING PLAN
$2.1M · 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
