Original filing (PDF)20250730144739NAL0010669506001

DR. STEPHEN J. PUERINI, DMD

Name: DR. STEPHEN J. PUERINI, DMD — SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF DR. STEPHEN J. PUERINI, DMD & DR. STEVEN J. SACCOCCIO, DMD, PC, Form 5500 (2024)
Creator: DR. STEPHEN J. PUERINI, DMD

Form 5500-SF

FILING_RECEIVED

SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF DR. STEPHEN J. PUERINI, DMD & DR. STEVEN J. SACCOCCIO, DMD, PC

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.1M

Net assets (EOY)

$7.1M

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 DR. STEPHEN J. PUERINI, DMD.

Plan sponsor

Name

DR. STEPHEN J. PUERINI, DMD

EIN

05-0516057

Address

115 BUDLONG RD · CRANSTON, RI · 029206429

Phone

(401) 944-8100

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-30

Pension benefit codes

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

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