· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
ANDREW C. PALERMO, D.D.S., P.C. — ANDREW C. PALERMO, D.D.S., P.C. RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250206103937NAL0020778448001
ANDREW C. PALERMO, D.D.S., P.C.
Form 5500-SF
FILING_RECEIVED
ANDREW C. PALERMO, D.D.S., P.C. RETIREMENT PLAN
Defined-contribution retirement plan
Active participants
4
Accounts w/ balance
4
Plan assets (EOY)
$2.0M
Net assets (EOY)
$2.0M
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ANDREW C. PALERMO, D.D.S., P.C.
.
Find decision makers
Plan sponsor
Name
ANDREW C. PALERMO, D.D.S., P.C.
EIN
11-2253477
Address
2 ROMANY WAY · EAST NORTHPORT, NY · 11731
Phone
(516) 368-2882
Industry
Offices of Dentists
· Health Care & Social Assistance
see 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
2025-02-06
Pension benefit codes
2E · Profit-sharing
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 providers
Related plans
Similar-size Offices of Dentists plans
BOPHARY K. EA-LIM, D.D.S., LLC
BOPHARY K. EA-LIM, D.D.S., LLC 401(K) RATE GROUP PROFIT SHARING PLAN
$2.0M · 1 participants
JOHN L. ROTTSCHALK, DMD, PC
DR. JOHN ROTTSCHALK DENTAL GROUP RETIREMENT PLAN
$2.0M · 8 participants
ROBIN D KURTZ
ROBIN D KURTZ DDS PROFIT SHARING PLAN
$2.0M · 5 participants
NATHAN G. RUSSELL, D.D.S., PC DBA ISLANDENTAL
RUSSELL DDS 401(K) PLAN
$2.0M · 40 participants
KENWARD & MAYORAL DENTISTRY PARTNERSHIP
KENWARD & MAYORAL DENTISTRY PARTNERSHIP RETIREMENT PLAN
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.
$2.0M · 6 participants
WEITZMAN ORAL SURGERY AND IMPLANTOLOGY
WEITZMAN ORAL SURGERY AND IMPLANTOLOGY CASH BALANCE PLAN
$2.0M · 5 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B