Back to filter
Original filing (PDF)20250507082143NAL0023635634001
SUSAN L. BRACKER, D.D.S.
Form 5500-SF
FILING_RECEIVED
SUSAN L. BRACKER, D.D.S. PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
7
Accounts w/ balance
11
Plan assets (EOY)
$3.5M
Net assets (EOY)
$3.5M
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 SUSAN L. BRACKER, D.D.S..
Plan sponsor
Name
SUSAN L. BRACKER, D.D.S.
EIN
16-1362190
Address
1 SAREDON PLACE, SUITE 100 · ROCHESTER, NY · 14606
Phone
(585) 225-5600
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
2025-05-07
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
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
STEVEN DICKENS, DDS, MS, PA
STEVEN DICKENS, DDS, MS, PA 401(K) PLAN
$3.5M · 16 participants
OCEAN ORAL & MAXILLOFACIAL SURGERY
OCEAN ORAL AND MAXILLOFACIAL SURGERY RETIREMENT PLAN
$3.5M · 12 participants
OMURA & INOUYE, D.D.S., INC.
OMURA & INOUYE, D.D.S., INC. 401(K) RETIREMENT SAVINGS PLAN
$3.5M · 5 participants
KNIGHT DENTAL CARE, PLC
EDWARD T. KNIGHT, D.D.S. 401(K) PROFIT SHARING PLAN & TRUST
$3.5M · 9 participants
SHARAM GHODSI, D.D.S., INC.
LASTING SMILES DENTAL CARE DEFINED BENEFIT PENSION PLAN
$3.5M · 9 participants
BARLOW AND BENFIELD ORTHODONTICS, PLLC
BARLOW AND BENFIELD ORTHODONTICS, PLLC EMPLOYEES' PROFIT SHARING PLAN AND TRUST
$3.5M · 19 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