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DANA ORTHODONTICS, PC — DANA ORTHODONTICS, PC 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250729100840NAL0001234867001
DANA ORTHODONTICS, PC
Form 5500-SF
FILING_RECEIVED
DANA ORTHODONTICS, PC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
1
Accounts w/ balance
4
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
DANA ORTHODONTICS, PC
.
Find decision makers
Plan sponsor
Name
DANA ORTHODONTICS, PC
EIN
20-0502744
Address
2446 ALBANY AVENUE · WEST HARTFORD, CT · 06117
Phone
(860) 798-6271
Industry
Offices of Dentists
· Health Care & Social Assistance
see all
Plan administrator
Name
SAVEDAY, INC
EIN
47-4977095
City
AUSTIN, TX
Phone
(650) 684-7283
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-29
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2K · 401(m) arrangement
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
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WHOLE TREE DENTISTRY, P.C.
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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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
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