Original filing (PDF)20251008080009NAL0009352624001

Donald a Proto & Daniel O Proto DD

Name: Donald a Proto & Daniel O Proto DD — Donald a Proto, Form 5500 (2024)
Creator: Donald a Proto & Daniel O Proto DD
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Donald a Proto & Daniel O Proto DDS Profit Sharing Plan

401(k) retirement plan · Donald a Proto & Daniel O Proto DD's Donald a Proto & Daniel O Proto DDS Profit Sharing Plan held $2.3M in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (93rd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DONALD A PROTO & DANIEL O PROTO DD.

Plan sponsor

Name

DONALD A PROTO & DANIEL O PROTO DD

EIN

16-1098649all filings

Address

418 WEST STATE STREET · OLEAN, NY · 14760

Phone

(716) 373-2626

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator