Back to filter
Original filing (PDF)20250418094854NAL0001273283001
JEFFREY A. BURNS, DMD
Form 5500-SF
FILING_RECEIVED
JEFFREY A. BURNS DMD 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
8
Accounts w/ balance
10
Plan assets (EOY)
$3.1M
Net assets (EOY)
$3.1M
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
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 JEFFREY A. BURNS, DMD.
Plan sponsor
Name
JEFFREY A. BURNS, DMD
EIN
06-1404121
Address
933 HARTFORD TURNPIKE · VERNON, CT · 06066
Phone
(860) 870-4410
Industry
Offices of Dentists· Health Care & Social Assistancesee 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
2025-04-18
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
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
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
ANKENY AESTHETIC DENTISTRY
ANKENY AESTHETIC DENTISTRY 401(K) PROFIT SHARING PLAN
$3.1M
ALAN R. OSSI, DMD, MS, PA
ALAN R. OSSI, DMD, MS, PA DEFINED BENEFIT PENSION PLAN
$3.1M · 7 participants
CASH FAMILY ORTHODONTICS D.D.S., P.C.
CASH FAMILY ORTHODONTICS D.D.S., P.C. 401(K) PROFIT SHARING PLAN
$3.1M · 15 participants
MIDWEST ENDODONTICS, LLC
MIDWEST ENDODONTICS, LLC 401(K) & PROFIT SHARING PLAN
$3.1M · 9 participants
KENDALL J LEE, DDS, PLLC
KENDALL J LEE, DDS 401(K) PROFIT SHARING PLAN
$3.1M · 7 participants
CHAD T. MUELLER, D.D.S.
CHAD T. MUELLER, DDS 401(K) PROFIT SHARING PLAN
$3.1M · 13 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