Back to filter
Original filing (PDF)20251014204527NAL0003711233001
CARL P PROTA DMD
Form 5500-SF
FILING_RECEIVED
CARL P PROTA DMD 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
6
Accounts w/ balance
9
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
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
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 CARL P PROTA DMD.
Plan sponsor
Name
CARL P PROTA DMD
EIN
06-1189815
Address
1361 NORTH HIGH STREET · EAST HAVEN, CT · 06512
Phone
(203) 468-9121
Industry
Offices of Dentists· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
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
HIRBOD H. ROWSHAN, DDS PS
HIRBOD H. ROWSHAN, DDS PS 401(K) PROFIT SHARING PLAN
$1.3M · 3 participants
SARAH LASH DDS INC. DBA KINGSEED FAMILY DENTAL
KINGSEED FAMILY DENTAL 401(K) PLAN
$1.3M · 17 participants
STEPHANIE G HACKNEY, DDS PA
STEPHANIE G HACKNEY, DDS PA 401(K) PROFIT SHARING PLAN & TRUST
$1.3M · 12 participants
DANIEL J DUELLO, DDS, PC
DANIEL J. DUELLO, DDS, PC PROFIT SHARING PLAN
$1.3M · 8 participants
MICHAEL AYZIN, D.D.S.
MICHAEL AYZIN, D.D.S. 401K) PLAN
$1.3M · 7 participants
PLOSKY DENTAL, LLP
PLOSKY DENTAL PROFIT SHARING PLAN
$1.3M · 17 participants
Large plans in Connecticut
RTX CORPORATION
RTX SAVINGS PLAN
$58.6B · 123,327 participants
RTX CORPORATION
RTX SAVINGS PLAN MASTER TRUST
$58.3B
RTX CORPORATION
RTX MASTER RETIREMENT TRUST
$42.1B
RTX CORPORATION
RTX CONSOLIDATED PENSION PLAN
$41.6B · 33,534 participants
CITIGROUP INC.
CITI RETIREMENT SAVINGS PLAN
$23.2B · 74,487 participants
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
$19.5B