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Original filing (PDF)20250908105400NAL0019349537001
DENT NEUROLOGIC GROUP
Form 5500
FILING_RECEIVED
DENT NEUROLOGIC GROUP 401(K) PLAN
401(k) retirement plan
Active participants
517
Accounts w/ balance
657
Plan assets (EOY)
$52.2M
Net assets (EOY)
$52.2M
How this plan invests
This plan
1 pooled trust
Schedule D
39 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DENT NEUROLOGIC GROUP.
Plan sponsor
Name
DENT NEUROLOGIC GROUP
EIN
16-1582336
Address
3980 SHERIDAN DRIVE · AMHERST, NY · 14226
Phone
(716) 250-2000
Industry
Offices of Physicians· 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
2025-09-08
Pension benefit codes
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
Audit & trust (Schedule H)
Auditor
FREED MAXICK CPAS, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $39K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LAWLEY RETIREMENT ADVISORS LLC | 27-4034238 | — | ADVISOR | $25K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $8K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FREED MAXICK CPAS, PC | 45-4051133 | — | AUDITOR | $17K | — |
Investments
37 direct securities · 1 pooled fund· $51.8M(99% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$50.8M
36 holdings
Common Collective Trust
$837K
1 holding
Common Stocks
$160K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID CONTRAFUND K6 | — | 279,789.151 | $7.0M | $8.7M | 16.7% | |
| FID TOTAL MKT IDX | — | 25,071.459 | $2.6M | $4.0M | 7.7% | |
| FID FREEDOM 2040 K6 | — | 310,966.488 | $3.5M | $3.6M | 6.9% | |
| FID 500 INDEX | — | 15,682.198 | $2.2M | $3.2M | 6.1% | |
| FID FREEDOM 2055 K6 | — | 201,051.12 | $3.0M | $3.2M | 6.1% | |
| FID FREEDOM 2050 K6 | — | 212,670.467 | $2.8M | $2.9M | 5.6% | |
| FID FREEDOM 2035 K6 | — | 185,465.935 | $2.9M | $2.9M | 5.5% | |
| MFS VALUE R6 | — | 58,593.921 | $2.7M | $2.8M | 5.4% | |
| FID FREEDOM 2025 K6 | — | 184,051.518 | $2.7M | $2.5M | 4.8% | |
| FID FREEDOM 2045 K6 | — | 162,461.826 | $2.1M | $2.2M | 4.2% | |
| FID FREEDOM 2030 K6 | — | 123,408.956 | $2.2M | $2.2M | 4.1% | |
| FID MID CAP STOCK K6 | — | 115,624.851 | $1.5M | $1.8M | 3.5% | |
| FID SM CAP IDX | — | 63,590.594 | $1.4M | $1.8M | 3.4% | |
| FID FREEDOM 2060 K6 | — | 99,645.745 | $1.3M | $1.4M | 2.8% | |
| AM CENT MD CP VAL R6 | — | 65,544.645 | $1.1M | $1.0M | 2.0% | |
| MFS INTL GROWTH R6 | — | 23,708.881 | $870K | $981K | 1.9% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | 28,389.224 | $798K | $837K | 1.6% | |
| FID SMALL CAP VALUE | — | 39,258.667 | $725K | $799K | 1.5% | |
| FID TOTAL BOND K6 | — | 87,239.463 | $766K | $759K | 1.5% | |
| VANG TOT BD MKT ADM | — | 67,496.828 | $657K | $640K | 1.2% | |
| FID MID CAP IDX | — | 17,436.589 | $471K | $589K | 1.1% | |
| FID INTL INDEX | — | 11,148.065 | $520K | $530K | 1.0% | |
| FID FREEDOM 2020 K6 | — | 36,347.449 | $597K | $519K | 1.0% | |
| OUTSTANDING LOAN BALANCE | — | — | — | $478K | 0.9% | |
| AF NEW WORLD R6 | — | 5,574.605 | $414K | $429K | 0.8% | |
| FID FREEDOM 2065 K6 | — | 19,229.929 | $236K | $255K | 0.5% | |
| EXTERNAL FUND | — | — | $211K | $234K | 0.4% | |
| PUTNAM SM CAP GR R6 | — | 2,175.602 | $171K | $173K | 0.3% | |
| COMMON STOCK | Common Stocks | — | $474K | $160K | 0.3% | |
| FIDELITY FUND | — | — | $76K | $81K | 0.2% | |
| FID FREEDOM 2015 K6 | — | 7,029.399 | $85K | $80K | 0.2% | |
| TRP SPTM MOD GR I | — | 919.521 | $38K | $36K | <0.1% | |
| CASH | — | — | $34K | $34K | <0.1% | |
| TRP SPTM CNSRV I | — | 1,339.633 | $27K | $26K | <0.1% | |
| FID FREEDOM INC K6 | — | 630.171 | $7K | $7K | <0.1% | |
| FID GOVT MMKT | — | 2,601.89 | $3K | $3K | <0.1% | |
| FID FREEDOM 2070 K6 | — | 49.333 | $522 | $505 | <0.1% | |
| FID FREEDOM 2010 K6 | — | 27.432 | $394 | $379 | <0.1% |
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