Back to filter
Original filing (PDF)20250808135503NAL0004742865001
GLEN GRAFFEO, DDS, PLLC
Form 5500-SF
FILING_RECEIVED
GLEN GRAFFEO, D.D.S. PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
3
Accounts w/ balance
4
Plan assets (EOY)
$2.6M
Net assets (EOY)
$2.6M
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 GLEN GRAFFEO, DDS, PLLC.
Plan sponsor
Name
GLEN GRAFFEO, DDS, PLLC
EIN
11-3189586
Address
630 5TH AVENUE, SUITE 1862 · NEW YORK, NY · 101111865
Phone
(212) 245-5158
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
2025-08-08
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2R · Participant-directed brokerage (SDBA)
3B · Covers self-employed individuals
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
SMILES 4 A LIFETIME DENTAL PC DBA SMILES
SMILES 4 A LIFETIME 401(K) PROFIT SHARING PLAN
$2.6M · 8 participants
PATRICK LANDSIEDEL, DDS, P.C.
PATRICK LANDSIEDEL, DDS, P.C. 401(K) PLAN
$2.6M · 5 participants
MICHAEL WOLOCH DDS, P.C.
MICHAEL WOLOCH DDS, P.C. 401(K) PROFIT SHARING PLAN AND TRUST
$2.6M · 1 participants
KRIS K SWANSON, DDS, PS
KRIS K SWANSON, DDS, PS 401(K) PLAN
$2.6M · 11 participants
RICK S. JOHNS, D.D.S., P.C.
RICK S. JOHNS, D.D.S., P.C. 401(K) PLAN
$2.6M · 10 participants
SIERRA DENTAL, LLC
SIERRA DENTAL, LLC RETIREMENT PLAN
$2.6M · 6 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