Original filing (PDF)20250912110902NAL0003487970001

ROLAND H. LUPIEN, D.D.S.

Name: ROLAND H. LUPIEN, D.D.S. — ROLAND H. LUPIEN, D.D.S. RETIREMENT PLAN, Form 5500 (2024)
Creator: ROLAND H. LUPIEN, D.D.S.

Form 5500-SF

FILING_RECEIVED

ROLAND H. LUPIEN, D.D.S. RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

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 ROLAND H. LUPIEN, D.D.S..

Plan sponsor

Name

ROLAND H. LUPIEN, D.D.S.

EIN

06-1220055

Address

100 AVERILL ROAD, SUITE 3 · POMFRET CENTER, CT · 06259

Phone

(860) 928-5090

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Name

ROLAND H. LUPIEN, D.D.S.

EIN

06-1220055

City

POMFRET CENTER, CT

Phone

(860) 928-5090

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-12

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

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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