Back to filter
Original filing (PDF)20251013080959NAL0001469296001
VINCENT VELLA DDS PC
Form 5500-SF
FILING_RECEIVED
VINCENT VELLA DDS PC 401(K) SAVINGS PLAN
401(k) retirement plan
Active participants
21
Accounts w/ balance
26
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
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 VINCENT VELLA DDS PC.
Plan sponsor
Name
VINCENT VELLA DDS PC
EIN
16-1528276
Address
455 EMPIRE BLVD. · ROCHESTER, NY · 14609
Phone
(585) 482-8980
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
2025-10-13
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
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
NICHOLS ORTHODONTICS, INC.
NICHOLS ORTHODONTICS, INC. PROFIT SHARING 401K PLAN
$2.0M · 6 participants
WALL FAMILY DENTISTRY
WALL FAMILY DENTISTRY 401(K) PLAN
$2.0M · 5 participants
NORTHWEST DENTAL GROUP LLC
NORTHWEST DENTAL CENTER PA 401K PLAN
$2.0M · 11 participants
PALMETTO ORTHODONTICS & TMJ PA
PALMETTO ORTHODONTICS & TMJ, PA 401(K) PROFIT SHARING PLAN
$2.0M · 19 participants
ROSS E. RUBINO, DDS, PC & ASSOCIATES
ROSS E. RUBINO, DDS, PC & ASSOCIATES 401(K) RETIREMENT SAVINGS PLAN
$2.0M · 5 participants
DAVID HOANG, D.D.S.
PACIFIC DENTAL PROFIT SHARING 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
