Back to filter
Original filing (PDF)20250617083554NAL0002234688001
AARON M. GROSS DMD, LLC
Form 5500-SF
FILING_RECEIVED
AARON M. GROSS DMD, LLC 401(K) PLAN
401(k) retirement plan
Active participants
23
Accounts w/ balance
26
Plan assets (EOY)
$1.9M
Net assets (EOY)
$1.9M
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 AARON M. GROSS DMD, LLC.
Plan sponsor
Name
AARON M. GROSS DMD, LLC
EIN
06-1617037
Address
1240 WHITNEY AVENUE · HAMDEN, CT · 06517
Phone
(203) 287-0666
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
2025-06-17
Pension benefit codes
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
KAZI, INC.
SHITAL KAZI, D.D.S. CASH BALANCE PLAN
$1.9M · 6 participants
HESS FAMILY DENTISTRY, P.A.
HESS FAMILY DENTISTRY RETIREMENT PLAN
$1.9M · 8 participants
MONGIOVI ORTHODONTICS, INC.
MONGIOVI ORTHODONTICS, INC. 401(K) PLAN
$1.9M · 10 participants
GREGORY S PLUCKHAN DDS A PROFESSIONAL CORPORATION
GREGORY S PLUCKHAN DDS A PROFESSIONAL CORPORATION 401K PROFIT SHARING PLAN
$1.9M · 3 participants
UPPER MICHIGAN ORAL & MAXILLOFACIAL SURGERY, PC
UPPER MICHIGAN ORAL & MAXILLOFACIAL SURGERY, PC 401(K) PROFIT SHARING PLAN
$1.9M · 3 participants
DR. STEPHANIE GRUENES CENTER FOR
DR. STEPHANIE GRUENES CENTER FOR COSMETIC DENTISTRY 401 (K) PLAN
$1.9M · 9 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